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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 | $120,605 | $54,162+122.7% | $68,612+75.8% | $64,173+87.9% |
| Participation rate | 100.0% | 68.1%+31.9pp | 72.2%+27.8pp | 69.6%+30.4pp |
| Annual return | -5.31% | -1.62%-3.7pp | -4.63%-0.7pp | 7.63%-12.9pp |
| Employer contribution / active EE | $5,310 | $1,846+187.7% | $2,625+102.3% | $2,381+123.0% |
| Participant deferral / active EE | $3,399 | $2,626+29.4% | $3,311+2.7% | $3,470-2.0% |
| Admin fee / account holder | $14,523 | $4,029+260.5% | $5,131+183.0% | $4,887+197.1% |