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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 | $129,768 | $53,596+142.1% | $90,657+43.1% | $64,173+102.2% |
| Participation rate | 100.0% | 64.5%+35.5pp | 74.0%+26.0pp | 69.6%+30.4pp |
| Annual return | -5.40% | 4.41%-9.8pp | 1.89%-7.3pp | 7.63%-13.0pp |
| Employer contribution / active EE | $3,289 | $1,503+118.8% | $2,532+29.9% | $2,381+38.2% |
| Participant deferral / active EE | $6,997 | $2,459+184.6% | $3,424+104.3% | $3,470+101.7% |
| Admin fee / account holder | $3,904 | $3,868+0.9% | $4,994-21.8% | $4,887-20.1% |