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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 | $155,719 | $73,863+110.8% | $143,797+8.3% | $68,490+127.4% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -6.02% | 0.91%-6.9pp | -0.04%-6.0pp | -7.85%+1.8pp |
| Employer contribution / active EE | $6,787 | $3,185+113.1% | $4,952+37.0% | $2,597+161.4% |
| Participant deferral / active EE | $3,894 | $3,385+15.0% | $5,638-30.9% | $4,028-3.3% |
| Admin fee / account holder | $3,961 | $5,756-31.2% | $14,679-73.0% | $5,403-26.7% |