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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 | $124,730 | $73,863+68.9% | $143,797-13.3% | $68,490+82.1% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | 6.48% | 0.91%+5.6pp | -0.04%+6.5pp | -7.85%+14.3pp |
| Employer contribution / active EE | $3,166 | $3,185-0.6% | $4,952-36.1% | $2,597+21.9% |
| Participant deferral / active EE | $13,561 | $3,385+300.6% | $5,638+140.5% | $4,028+236.7% |
| Admin fee / account holder | $17,551 | $5,756+204.9% | $14,679+19.6% | $5,403+224.8% |