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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 | $235,951 | $62,583+277.0% | $76,767+207.4% | $64,173+267.7% |
| Participation rate | 100.0% | 72.8%+27.2pp | 77.0%+23.0pp | 69.6%+30.4pp |
| Annual return | -3.81% | -1.95%-1.9pp | 2.43%-6.2pp | 7.63%-11.4pp |
| Employer contribution / active EE | $3,227 | $1,832+76.1% | $2,485+29.8% | $2,381+35.5% |
| Participant deferral / active EE | $11,006 | $3,145+249.9% | $3,852+185.7% | $3,470+217.2% |
| Admin fee / account holder | $60,486 | $4,667+1196.0% | $6,675+806.1% | $4,887+1137.6% |