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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 | $83,060 | $52,836+57.2% | $105,738-21.4% | $64,181+29.4% |
| Participation rate | 100.0% | 66.5%+33.5pp | 76.3%+23.7pp | 69.6%+30.4pp |
| Annual return | -4.70% | 14.30%-19.0pp | 6.27%-11.0pp | 7.63%-12.3pp |
| Employer contribution / active EE | $1,533 | $1,827-16.1% | $3,268-53.1% | $2,381-35.6% |
| Participant deferral / active EE | $3,914 | $2,545+53.8% | $4,080-4.1% | $3,470+12.8% |
| Admin fee / account holder | $13,186 | $3,959+233.1% | $6,913+90.7% | $4,887+169.8% |