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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 | $137,716 | $43,338+217.8% | $59,887+130.0% | $64,173+114.6% |
| Participation rate | 100.0% | 69.2%+30.8pp | 74.7%+25.3pp | 69.6%+30.4pp |
| Annual return | -4.87% | -1.55%-3.3pp | 3.46%-8.3pp | 7.63%-12.5pp |
| Employer contribution / active EE | $9,060 | $2,030+346.3% | $2,722+232.8% | $2,381+280.6% |
| Participant deferral / active EE | $10,130 | $2,547+297.6% | $3,402+197.7% | $3,470+192.0% |
| Admin fee / account holder | $18,206 | $3,007+505.4% | $3,591+407.0% | $4,887+272.5% |