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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 | $141,500 | $62,583+126.1% | $76,767+84.3% | $64,173+120.5% |
| Participation rate | 100.0% | 72.8%+27.2pp | 77.0%+23.0pp | 69.6%+30.4pp |
| Annual return | -4.94% | -1.95%-3.0pp | 2.43%-7.4pp | 7.63%-12.6pp |
| Employer contribution / active EE | $4,120 | $1,832+124.9% | $2,485+65.8% | $2,381+73.1% |
| Participant deferral / active EE | $4,619 | $3,145+46.9% | $3,852+19.9% | $3,470+33.1% |
| Admin fee / account holder | $7,861 | $4,667+68.4% | $6,675+17.8% | $4,887+60.9% |