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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 | $148,025 | $62,583+136.5% | $76,767+92.8% | $64,173+130.7% |
| Participation rate | 100.0% | 72.8%+27.2pp | 77.0%+23.0pp | 69.6%+30.4pp |
| Annual return | -3.18% | -1.95%-1.2pp | 2.43%-5.6pp | 7.63%-10.8pp |
| Employer contribution / active EE | $6,307 | $1,832+244.3% | $2,485+153.8% | $2,381+164.9% |
| Participant deferral / active EE | $7,275 | $3,145+131.3% | $3,852+88.9% | $3,470+109.7% |
| Admin fee / account holder | $53,579 | $4,667+1048.0% | $6,675+702.6% | $4,887+996.3% |