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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 | $224,020 | $50,947+339.7% | $74,551+200.5% | $64,173+249.1% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.1%+30.9pp | 69.6%+30.4pp |
| Annual return | -3.77% | -1.85%-1.9pp | 32.53%-36.3pp | 7.63%-11.4pp |
| Employer contribution / active EE | $4,330 | $1,115+288.2% | $1,961+120.8% | $2,381+81.9% |
| Participant deferral / active EE | $6,241 | $2,302+171.2% | $3,108+100.8% | $3,470+79.9% |
| Admin fee / account holder | $4,044 | $4,221-4.2% | $5,059-20.1% | $4,887-17.2% |