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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 | $76,213 | $52,836+44.2% | $105,738-27.9% | $64,173+18.8% |
| Participation rate | 100.0% | 66.5%+33.5pp | 76.3%+23.7pp | 69.6%+30.4pp |
| Annual return | -5.89% | 14.30%-20.2pp | 6.27%-12.2pp | 7.63%-13.5pp |
| Employer contribution / active EE | $3,271 | $1,827+79.0% | $3,268+0.1% | $2,381+37.4% |
| Participant deferral / active EE | $5,507 | $2,545+116.3% | $4,080+35.0% | $3,470+58.7% |
| Admin fee / account holder | $11,339 | $3,959+186.4% | $6,913+64.0% | $4,887+132.0% |