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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 | $116,246 | $50,947+128.2% | $74,551+55.9% | $64,173+81.1% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.1%+30.9pp | 69.6%+30.4pp |
| Annual return | -5.85% | -1.85%-4.0pp | 32.53%-38.4pp | 7.63%-13.5pp |
| Employer contribution / active EE | $2,880 | $1,115+158.2% | $1,961+46.8% | $2,381+21.0% |
| Participant deferral / active EE | $6,482 | $2,302+181.6% | $3,108+108.5% | $3,470+86.8% |
| Admin fee / account holder | $959 | $4,221-77.3% | $5,059-81.0% | $4,887-80.4% |