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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 | $155,145 | $71,480+117.0% | $90,782+70.9% | $64,173+141.8% |
| Participation rate | 100.0% | 77.6%+22.4pp | 82.7%+17.3pp | 69.6%+30.4pp |
| Annual return | -6.28% | -4.25%-2.0pp | -3.42%-2.9pp | 7.63%-13.9pp |
| Employer contribution / active EE | $7,846 | $3,415+129.8% | $4,105+91.1% | $2,381+229.6% |
| Participant deferral / active EE | $3,844 | $4,302-10.7% | $5,366-28.4% | $3,470+10.8% |
| Admin fee / account holder | $1,918 | $6,309-69.6% | $5,908-67.5% | $4,887-60.8% |