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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 | $106,032 | $54,162+95.8% | $68,612+54.5% | $64,173+65.2% |
| Participation rate | 100.0% | 68.1%+31.9pp | 72.2%+27.8pp | 69.6%+30.4pp |
| Annual return | -4.63% | -1.62%-3.0pp | -4.63%0pp | 7.63%-12.3pp |
| Employer contribution / active EE | $2,611 | $1,846+41.4% | $2,625-0.6% | $2,381+9.6% |
| Participant deferral / active EE | $5,293 | $2,626+101.6% | $3,311+59.9% | $3,470+52.6% |
| Admin fee / account holder | $9,528 | $4,029+136.5% | $5,131+85.7% | $4,887+95.0% |