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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 | $120,043 | $62,583+91.8% | $76,767+56.4% | $64,173+87.1% |
| Participation rate | 100.0% | 72.8%+27.2pp | 77.0%+23.0pp | 69.6%+30.4pp |
| Annual return | -4.51% | -1.95%-2.6pp | 2.43%-6.9pp | 7.63%-12.1pp |
| Employer contribution / active EE | $2,818 | $1,832+53.8% | $2,485+13.4% | $2,381+18.4% |
| Participant deferral / active EE | $6,274 | $3,145+99.5% | $3,852+62.9% | $3,470+80.8% |
| Admin fee / account holder | $4,508 | $4,667-3.4% | $6,675-32.5% | $4,887-7.8% |