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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 | $183,871 | $70,002+162.7% | $115,038+59.8% | $52,331+251.4% |
| Participation rate | 100.0% | 72.1%+27.9pp | 81.4%+18.6pp | 68.1%+31.9pp |
| Annual return | -0.99% | 4.04%-5.0pp | 26.14%-27.1pp | 4.54%-5.5pp |
| Employer contribution / active EE | $6,190 | $2,715+128.0% | $4,608+34.3% | $1,882+229.0% |
| Participant deferral / active EE | $7,425 | $4,920+50.9% | $6,026+23.2% | $3,022+145.7% |
| Admin fee / account holder | $18,979 | $566+3253.0% | $8,175+132.1% | $592+3108.1% |