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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 | $49,986 | $62,583-20.1% | $76,767-34.9% | $64,173-22.1% |
| Participation rate | 100.0% | 72.8%+27.2pp | 77.0%+23.0pp | 69.6%+30.4pp |
| Annual return | -6.22% | -1.95%-4.3pp | 2.43%-8.7pp | 7.63%-13.9pp |
| Employer contribution / active EE | $3,271 | $1,832+78.5% | $2,485+31.6% | $2,381+37.4% |
| Participant deferral / active EE | $5,463 | $3,145+73.7% | $3,852+41.8% | $3,470+57.5% |
| Admin fee / account holder | $11,086 | $4,667+137.5% | $6,675+66.1% | $4,887+126.8% |