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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 | $94,201 | $53,596+75.8% | $90,655+3.9% | $64,181+46.8% |
| Participation rate | 97.4% | 64.5%+32.9pp | 74.0%+23.3pp | 69.6%+27.8pp |
| Annual return | -2.75% | 4.41%-7.2pp | 1.89%-4.6pp | 7.63%-10.4pp |
| Employer contribution / active EE | $5,478 | $1,503+264.5% | $2,532+116.4% | $2,381+130.1% |
| Participant deferral / active EE | $0 | $2,459-100.0% | $3,425-100.0% | $3,470-100.0% |
| Admin fee / account holder | $15,851 | $3,868+309.8% | $4,994+217.4% | $4,887+224.3% |