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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 | $106,533 | $71,872+48.2% | $86,691+22.9% | $68,495+55.5% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.6%+23.4pp | 67.9%+32.1pp |
| Annual return | -14.79% | 3.53%-18.3pp | 35.94%-50.7pp | -7.84%-7.0pp |
| Employer contribution / active EE | $2,276 | $2,173+4.7% | $2,837-19.8% | $2,596-12.3% |
| Participant deferral / active EE | $4,504 | $3,779+19.2% | $4,656-3.3% | $4,028+11.8% |
| Admin fee / account holder | $16,024 | $6,112+162.2% | $7,492+113.9% | $5,403+196.6% |