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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 | $126,145 | $62,583+101.6% | $76,767+64.3% | $64,173+96.6% |
| Participation rate | 100.0% | 72.8%+27.2pp | 77.0%+23.0pp | 69.6%+30.4pp |
| Annual return | -5.15% | -1.95%-3.2pp | 2.43%-7.6pp | 7.63%-12.8pp |
| Employer contribution / active EE | $3,004 | $1,832+63.9% | $2,485+20.9% | $2,381+26.2% |
| Participant deferral / active EE | $7,634 | $3,145+142.8% | $3,852+98.2% | $3,470+120.0% |
| Admin fee / account holder | $3,433 | $4,667-26.4% | $6,675-48.6% | $4,887-29.8% |