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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 | $105,606 | $62,583+68.7% | $76,767+37.6% | $64,173+64.6% |
| Participation rate | 100.0% | 72.8%+27.2pp | 77.0%+23.0pp | 69.6%+30.4pp |
| Annual return | -6.71% | -1.95%-4.8pp | 2.43%-9.1pp | 7.63%-14.3pp |
| Employer contribution / active EE | $5,554 | $1,832+203.2% | $2,485+123.5% | $2,381+133.3% |
| Participant deferral / active EE | $6,473 | $3,145+105.8% | $3,852+68.1% | $3,470+86.6% |
| Admin fee / account holder | $4,736 | $4,667+1.5% | $6,675-29.1% | $4,887-3.1% |