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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 | $94,349 | $71,480+32.0% | $90,782+3.9% | $64,173+47.0% |
| Participation rate | 100.0% | 77.6%+22.4pp | 82.7%+17.3pp | 69.6%+30.4pp |
| Annual return | -5.46% | -4.25%-1.2pp | -3.42%-2.0pp | 7.63%-13.1pp |
| Employer contribution / active EE | $4,726 | $3,415+38.4% | $4,105+15.1% | $2,381+98.5% |
| Participant deferral / active EE | $0 | $4,302-100.0% | $5,366-100.0% | $3,470-100.0% |
| Admin fee / account holder | $14,097 | $6,309+123.5% | $5,908+138.6% | $4,887+188.4% |