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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 | $98,124 | $43,338+126.4% | $59,887+63.8% | $64,173+52.9% |
| Participation rate | 100.0% | 69.2%+30.8pp | 74.7%+25.3pp | 69.6%+30.4pp |
| Annual return | -3.40% | -1.55%-1.8pp | 3.46%-6.9pp | 7.63%-11.0pp |
| Employer contribution / active EE | $5,181 | $2,030+155.2% | $2,722+90.3% | $2,381+117.6% |
| Participant deferral / active EE | $5,302 | $2,547+108.1% | $3,402+55.9% | $3,470+52.8% |
| Admin fee / account holder | $12,357 | $3,007+310.9% | $3,591+244.1% | $4,887+152.8% |