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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 | $141,580 | $62,583+126.2% | $76,767+84.4% | $64,173+120.6% |
| Participation rate | 100.0% | 72.8%+27.2pp | 77.0%+23.0pp | 69.6%+30.4pp |
| Annual return | -0.78% | -1.95%+1.2pp | 2.43%-3.2pp | 7.63%-8.4pp |
| Employer contribution / active EE | $5,979 | $1,832+226.3% | $2,485+140.6% | $2,381+151.1% |
| Participant deferral / active EE | $3,962 | $3,145+26.0% | $3,852+2.9% | $3,470+14.2% |
| Admin fee / account holder | $14,640 | $4,667+213.7% | $6,675+119.3% | $4,887+199.5% |