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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 | $157,509 | $62,583+151.7% | $76,767+105.2% | $64,173+145.4% |
| Participation rate | 100.0% | 72.8%+27.2pp | 77.0%+23.0pp | 69.6%+30.4pp |
| Annual return | -6.11% | -1.95%-4.2pp | 2.43%-8.5pp | 7.63%-13.7pp |
| Employer contribution / active EE | $7,111 | $1,832+288.1% | $2,485+186.1% | $2,381+198.7% |
| Participant deferral / active EE | $9,190 | $3,145+192.2% | $3,852+138.6% | $3,470+164.9% |
| Admin fee / account holder | $16,035 | $4,667+243.6% | $6,675+140.2% | $4,887+228.1% |