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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 | $164,263 | $53,596+206.5% | $90,657+81.2% | $64,173+156.0% |
| Participation rate | 100.0% | 64.5%+35.5pp | 74.0%+26.0pp | 69.6%+30.4pp |
| Annual return | -5.17% | 4.41%-9.6pp | 1.89%-7.1pp | 7.63%-12.8pp |
| Employer contribution / active EE | $8,820 | $1,503+486.8% | $2,532+248.4% | $2,381+270.5% |
| Participant deferral / active EE | $2,898 | $2,459+17.9% | $3,424-15.4% | $3,470-16.5% |
| Admin fee / account holder | $2,223 | $3,868-42.5% | $4,994-55.5% | $4,887-54.5% |