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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 | $80,488 | $62,583+28.6% | $76,767+4.8% | $64,173+25.4% |
| Participation rate | 100.0% | 72.8%+27.2pp | 77.0%+23.0pp | 69.6%+30.4pp |
| Annual return | -6.63% | -1.95%-4.7pp | 2.43%-9.1pp | 7.63%-14.3pp |
| Employer contribution / active EE | $3,934 | $1,832+114.7% | $2,485+58.3% | $2,381+65.3% |
| Participant deferral / active EE | $3,117 | $3,145-0.9% | $3,852-19.1% | $3,470-10.2% |
| Admin fee / account holder | $485 | $4,667-89.6% | $6,675-92.7% | $4,887-90.1% |