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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 | $181,833 | $62,583+190.5% | $76,767+136.9% | $64,173+183.3% |
| Participation rate | 100.0% | 72.8%+27.2pp | 77.0%+23.0pp | 69.6%+30.4pp |
| Annual return | -4.25% | -1.95%-2.3pp | 2.43%-6.7pp | 7.63%-11.9pp |
| Employer contribution / active EE | $6,263 | $1,832+241.8% | $2,485+152.0% | $2,381+163.0% |
| Participant deferral / active EE | $7,963 | $3,145+153.2% | $3,852+106.8% | $3,470+129.5% |
| Admin fee / account holder | $5,293 | $4,667+13.4% | $6,675-20.7% | $4,887+8.3% |