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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 | $109,414 | $50,947+114.8% | $74,551+46.8% | $64,173+70.5% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.1%+30.9pp | 69.6%+30.4pp |
| Annual return | -3.44% | -1.85%-1.6pp | 32.53%-36.0pp | 7.63%-11.1pp |
| Employer contribution / active EE | $2,490 | $1,115+123.3% | $1,961+27.0% | $2,381+4.6% |
| Participant deferral / active EE | $4,753 | $2,302+106.5% | $3,108+52.9% | $3,470+37.0% |
| Admin fee / account holder | $21,553 | $4,221+410.6% | $5,059+326.0% | $4,887+341.0% |