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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 | $205,053 | $58,577+250.1% | $83,323+146.1% | $64,181+219.5% |
| Participation rate | 100.0% | 72.0%+28.0pp | 77.8%+22.2pp | 69.6%+30.4pp |
| Annual return | -4.65% | 9.65%-14.3pp | 10.63%-15.3pp | 7.63%-12.3pp |
| Employer contribution / active EE | $11,712 | $2,098+458.2% | $3,379+246.7% | $2,381+392.0% |
| Participant deferral / active EE | $3,090 | $4,654-33.6% | $5,565-44.5% | $3,470-10.9% |
| Admin fee / account holder | $4,976 | $9,275-46.3% | $7,539-34.0% | $4,887+1.8% |