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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 | $211,606 | $62,583+238.1% | $76,767+175.6% | $64,173+229.7% |
| Participation rate | 100.0% | 72.8%+27.2pp | 77.0%+23.0pp | 69.6%+30.4pp |
| Annual return | -4.04% | -1.95%-2.1pp | 2.43%-6.5pp | 7.63%-11.7pp |
| Employer contribution / active EE | $10,056 | $1,832+448.9% | $2,485+304.6% | $2,381+322.4% |
| Participant deferral / active EE | $7,837 | $3,145+149.2% | $3,852+103.5% | $3,470+125.9% |
| Admin fee / account holder | $1,677 | $4,667-64.1% | $6,675-74.9% | $4,887-65.7% |