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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 | $97,897 | $71,878+36.2% | $86,698+12.9% | $68,486+42.9% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.6%+23.4pp | 67.9%+32.1pp |
| Annual return | -18.39% | 3.53%-21.9pp | 35.95%-54.3pp | -7.85%-10.5pp |
| Employer contribution / active EE | $4,565 | $2,173+110.0% | $2,837+60.9% | $2,597+75.8% |
| Participant deferral / active EE | $5,824 | $3,779+54.1% | $4,656+25.1% | $4,028+44.6% |
| Admin fee / account holder | $3,258 | $6,113-46.7% | $7,493-56.5% | $5,404-39.7% |