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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 | $139,005 | $58,600+137.2% | $83,327+66.8% | $64,173+116.6% |
| Participation rate | 100.0% | 72.0%+28.0pp | 77.8%+22.2pp | 69.6%+30.4pp |
| Annual return | -7.23% | 9.66%-16.9pp | 10.64%-17.9pp | 7.63%-14.9pp |
| Employer contribution / active EE | $6,411 | $2,098+205.5% | $3,379+89.7% | $2,381+169.3% |
| Participant deferral / active EE | $11,949 | $4,656+156.7% | $5,565+114.7% | $3,470+244.4% |
| Admin fee / account holder | $2,202 | $9,282-76.3% | $7,540-70.8% | $4,887-55.0% |