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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 | $104,337 | $43,344+140.7% | $59,899+74.2% | $64,173+62.6% |
| Participation rate | 100.0% | 69.2%+30.8pp | 74.7%+25.3pp | 69.6%+30.4pp |
| Annual return | -6.05% | -1.55%-4.5pp | 3.46%-9.5pp | 7.63%-13.7pp |
| Employer contribution / active EE | $8,717 | $2,030+329.5% | $2,723+220.1% | $2,381+266.1% |
| Participant deferral / active EE | $8,390 | $2,547+229.4% | $3,402+146.6% | $3,470+141.8% |
| Admin fee / account holder | $5,470 | $3,008+81.8% | $3,592+52.3% | $4,887+11.9% |