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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 | $179,213 | $61,660+190.6% | $80,022+124.0% | $64,173+179.3% |
| Participation rate | 100.0% | 71.7%+28.3pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | -3.75% | -0.33%-3.4pp | 11.22%-15.0pp | 7.63%-11.4pp |
| Employer contribution / active EE | $6,458 | $1,810+256.7% | $2,468+161.7% | $2,381+171.3% |
| Participant deferral / active EE | $8,528 | $2,968+187.4% | $3,686+131.4% | $3,470+145.8% |
| Admin fee / account holder | $14,991 | $5,417+176.7% | $6,521+129.9% | $4,887+206.7% |