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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 | $79,279 | $71,480+10.9% | $90,782-12.7% | $64,173+23.5% |
| Participation rate | 100.0% | 77.6%+22.4pp | 82.7%+17.3pp | 69.6%+30.4pp |
| Annual return | -4.44% | -4.25%-0.2pp | -3.42%-1.0pp | 7.63%-12.1pp |
| Employer contribution / active EE | $4,376 | $3,415+28.2% | $4,105+6.6% | $2,381+83.8% |
| Participant deferral / active EE | $7,478 | $4,302+73.8% | $5,366+39.4% | $3,470+115.5% |
| Admin fee / account holder | $30,417 | $6,309+382.2% | $5,908+414.9% | $4,887+522.3% |