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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 | $182,823 | $53,596+241.1% | $90,657+101.7% | $64,173+184.9% |
| Participation rate | 100.0% | 64.5%+35.5pp | 74.0%+26.0pp | 69.6%+30.4pp |
| Annual return | -6.23% | 4.41%-10.6pp | 1.89%-8.1pp | 7.63%-13.9pp |
| Employer contribution / active EE | $8,013 | $1,503+433.1% | $2,532+216.5% | $2,381+236.5% |
| Participant deferral / active EE | $5,548 | $2,459+125.7% | $3,424+62.0% | $3,470+59.9% |
| Admin fee / account holder | $18,308 | $3,868+373.4% | $4,994+266.6% | $4,887+274.6% |