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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 | $143,709 | $62,583+129.6% | $76,767+87.2% | $64,173+123.9% |
| Participation rate | 100.0% | 72.8%+27.2pp | 77.0%+23.0pp | 69.6%+30.4pp |
| Annual return | -4.06% | -1.95%-2.1pp | 2.43%-6.5pp | 7.63%-11.7pp |
| Employer contribution / active EE | $2,603 | $1,832+42.1% | $2,485+4.8% | $2,381+9.3% |
| Participant deferral / active EE | $3,131 | $3,145-0.4% | $3,852-18.7% | $3,470-9.7% |
| Admin fee / account holder | $2,712 | $4,667-41.9% | $6,675-59.4% | $4,887-44.5% |