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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 | $125,859 | $62,589+101.1% | $76,768+63.9% | $64,173+96.1% |
| Participation rate | 100.0% | 72.8%+27.2pp | 77.0%+23.0pp | 69.6%+30.4pp |
| Annual return | -5.62% | -1.95%-3.7pp | 2.43%-8.0pp | 7.63%-13.3pp |
| Employer contribution / active EE | $7,422 | $1,832+305.1% | $2,485+198.6% | $2,381+211.7% |
| Participant deferral / active EE | $6,515 | $3,145+107.2% | $3,852+69.2% | $3,470+87.8% |
| Admin fee / account holder | $6,468 | $4,667+38.6% | $6,675-3.1% | $4,887+32.3% |