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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 | $150,222 | $58,587+156.4% | $83,322+80.3% | $64,173+134.1% |
| Participation rate | 100.0% | 72.0%+28.0pp | 77.8%+22.2pp | 69.6%+30.4pp |
| Annual return | -2.60% | 9.65%-12.3pp | 10.64%-13.2pp | 7.63%-10.2pp |
| Employer contribution / active EE | $3,020 | $2,098+43.9% | $3,379-10.6% | $2,381+26.9% |
| Participant deferral / active EE | $0 | $4,654-100.0% | $5,565-100.0% | $3,470-100.0% |
| Admin fee / account holder | $7,911 | $9,279-14.7% | $7,540+4.9% | $4,887+61.9% |