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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 | $139,510 | $77,817+79.3% | $123,553+12.9% | $64,173+117.4% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -5.96% | 12.49%-18.4pp | 119.21%-125.2pp | 7.63%-13.6pp |
| Employer contribution / active EE | $2,730 | $3,014-9.4% | $4,628-41.0% | $2,381+14.7% |
| Participant deferral / active EE | $7,947 | $5,240+51.6% | $6,426+23.7% | $3,470+129.0% |
| Admin fee / account holder | $1,444 | $5,519-73.8% | $9,284-84.4% | $4,887-70.5% |