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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 | $52,281 | $43,344+20.6% | $59,899-12.7% | $64,173-18.5% |
| Participation rate | 100.0% | 69.2%+30.8pp | 74.7%+25.3pp | 69.6%+30.4pp |
| Annual return | -3.38% | -1.55%-1.8pp | 3.46%-6.8pp | 7.63%-11.0pp |
| Employer contribution / active EE | $1,610 | $2,030-20.7% | $2,723-40.9% | $2,381-32.4% |
| Participant deferral / active EE | $5,710 | $2,547+124.1% | $3,402+67.8% | $3,470+64.6% |
| Admin fee / account holder | $9,065 | $3,008+201.4% | $3,592+152.4% | $4,887+85.5% |