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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 | $186,193 | $58,600+217.7% | $83,327+123.4% | $64,173+190.1% |
| Participation rate | 100.0% | 72.0%+28.0pp | 77.8%+22.2pp | 69.6%+30.4pp |
| Annual return | -6.44% | 9.66%-16.1pp | 10.64%-17.1pp | 7.63%-14.1pp |
| Employer contribution / active EE | $6,772 | $2,098+222.7% | $3,379+100.4% | $2,381+184.4% |
| Participant deferral / active EE | $7,700 | $4,656+65.4% | $5,565+38.3% | $3,470+121.9% |
| Admin fee / account holder | $8,656 | $9,282-6.7% | $7,540+14.8% | $4,887+77.1% |