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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 | $125,572 | $61,660+103.7% | $80,022+56.9% | $64,173+95.7% |
| Participation rate | 100.0% | 71.7%+28.3pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | -3.78% | -0.33%-3.5pp | 11.22%-15.0pp | 7.63%-11.4pp |
| Employer contribution / active EE | $3,091 | $1,810+70.7% | $2,468+25.2% | $2,381+29.8% |
| Participant deferral / active EE | $4,150 | $2,968+39.8% | $3,686+12.6% | $3,470+19.6% |
| Admin fee / account holder | $4,102 | $5,417-24.3% | $6,521-37.1% | $4,887-16.1% |