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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 | $204,083 | $62,583+226.1% | $76,767+165.8% | $64,173+218.0% |
| Participation rate | 100.0% | 72.8%+27.2pp | 77.0%+23.0pp | 69.6%+30.4pp |
| Annual return | -5.92% | -1.95%-4.0pp | 2.43%-8.4pp | 7.63%-13.6pp |
| Employer contribution / active EE | $14,230 | $1,832+676.7% | $2,485+472.6% | $2,381+497.7% |
| Participant deferral / active EE | $9,653 | $3,145+206.9% | $3,852+150.6% | $3,470+178.2% |
| Admin fee / account holder | $4,687 | $4,667+0.4% | $6,675-29.8% | $4,887-4.1% |