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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 | $195,244 | $62,583+212.0% | $76,767+154.3% | $64,173+204.2% |
| Participation rate | 100.0% | 72.8%+27.2pp | 77.0%+23.0pp | 69.6%+30.4pp |
| Annual return | -5.64% | -1.95%-3.7pp | 2.43%-8.1pp | 7.63%-13.3pp |
| Employer contribution / active EE | $7,345 | $1,832+300.9% | $2,485+195.5% | $2,381+208.5% |
| Participant deferral / active EE | $7,604 | $3,145+141.8% | $3,852+97.4% | $3,470+119.2% |
| Admin fee / account holder | $14,693 | $4,667+214.8% | $6,675+120.1% | $4,887+200.6% |