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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 | $109,430 | $53,596+104.2% | $90,657+20.7% | $64,173+70.5% |
| Participation rate | 100.0% | 64.5%+35.5pp | 74.0%+26.0pp | 69.6%+30.4pp |
| Annual return | -3.55% | 4.41%-8.0pp | 1.89%-5.4pp | 7.63%-11.2pp |
| Employer contribution / active EE | $6,323 | $1,503+320.7% | $2,532+149.7% | $2,381+165.6% |
| Participant deferral / active EE | $4,741 | $2,459+92.8% | $3,424+38.4% | $3,470+36.6% |
| Admin fee / account holder | $4,626 | $3,868+19.6% | $4,994-7.4% | $4,887-5.4% |