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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 | $143,491 | $54,162+164.9% | $68,612+109.1% | $64,173+123.6% |
| Participation rate | 100.0% | 68.1%+31.9pp | 72.2%+27.8pp | 69.6%+30.4pp |
| Annual return | -1.83% | -1.62%-0.2pp | -4.63%+2.8pp | 7.63%-9.5pp |
| Employer contribution / active EE | $7,907 | $1,846+328.3% | $2,625+201.2% | $2,381+232.1% |
| Participant deferral / active EE | $12,008 | $2,626+357.3% | $3,311+262.7% | $3,470+246.1% |
| Admin fee / account holder | $9,031 | $4,029+124.2% | $5,131+76.0% | $4,887+84.8% |