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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $117,963 | $50,947+131.5% | $74,551+58.2% | $64,173+83.8% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.1%+30.9pp | 69.6%+30.4pp |
| Annual return | -6.22% | -1.85%-4.4pp | 32.53%-38.8pp | 7.63%-13.9pp |
| Employer contribution / active EE | $4,757 | $1,115+326.5% | $1,961+142.6% | $2,381+99.8% |
| Participant deferral / active EE | $4,671 | $2,302+102.9% | $3,108+50.3% | $3,470+34.6% |
| Admin fee / account holder | $502 | $4,221-88.1% | $5,059-90.1% | $4,887-89.7% |