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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 | $118,944 | $48,267+146.4% | $68,808+72.9% | $68,486+73.7% |
| Participation rate | 100.0% | 60.7%+39.3pp | 69.0%+31.0pp | 67.9%+32.1pp |
| Annual return | -15.39% | -12.70%-2.7pp | -6.37%-9.0pp | -7.85%-7.5pp |
| Employer contribution / active EE | $2,037 | $1,829+11.4% | $2,656-23.3% | $2,597-21.5% |
| Participant deferral / active EE | $3,368 | $2,867+17.5% | $3,942-14.6% | $4,028-16.4% |
| Admin fee / account holder | $879 | $4,362-79.8% | $4,936-82.2% | $5,404-83.7% |