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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 | $165,218 | $58,600+181.9% | $83,327+98.3% | $64,173+157.5% |
| Participation rate | 100.0% | 72.0%+28.0pp | 77.8%+22.2pp | 69.6%+30.4pp |
| Annual return | -3.96% | 9.66%-13.6pp | 10.64%-14.6pp | 7.63%-11.6pp |
| Employer contribution / active EE | $1,802 | $2,098-14.1% | $3,379-46.7% | $2,381-24.3% |
| Participant deferral / active EE | $8,479 | $4,656+82.1% | $5,565+52.4% | $3,470+144.4% |
| Admin fee / account holder | $9,740 | $9,282+4.9% | $7,540+29.2% | $4,887+99.3% |