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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 | $107,169 | $62,583+71.2% | $76,767+39.6% | $64,173+67.0% |
| Participation rate | 100.0% | 72.8%+27.2pp | 77.0%+23.0pp | 69.6%+30.4pp |
| Annual return | -7.22% | -1.95%-5.3pp | 2.43%-9.7pp | 7.63%-14.9pp |
| Employer contribution / active EE | $3,331 | $1,832+81.8% | $2,485+34.0% | $2,381+39.9% |
| Participant deferral / active EE | $3,205 | $3,145+1.9% | $3,852-16.8% | $3,470-7.6% |
| Admin fee / account holder | $3,079 | $4,667-34.0% | $6,675-53.9% | $4,887-37.0% |