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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 | $219,438 | $54,162+305.2% | $68,612+219.8% | $64,173+241.9% |
| Participation rate | 100.0% | 68.1%+31.9pp | 72.2%+27.8pp | 69.6%+30.4pp |
| Annual return | -7.51% | -1.62%-5.9pp | -4.63%-2.9pp | 7.63%-15.1pp |
| Employer contribution / active EE | $3,700 | $1,846+100.4% | $2,625+41.0% | $2,381+55.4% |
| Participant deferral / active EE | $8,514 | $2,626+224.2% | $3,311+157.1% | $3,470+145.4% |
| Admin fee / account holder | $2,197 | $4,029-45.5% | $5,131-57.2% | $4,887-55.1% |