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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 | $60,527 | $50,947+18.8% | $74,549-18.8% | $64,173-5.7% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.1%+30.9pp | 69.6%+30.4pp |
| Annual return | -6.53% | -1.85%-4.7pp | 32.53%-39.1pp | 7.63%-14.2pp |
| Employer contribution / active EE | $3,772 | $1,115+238.1% | $1,961+92.3% | $2,381+58.4% |
| Participant deferral / active EE | $2,927 | $2,302+27.2% | $3,108-5.8% | $3,470-15.6% |
| Admin fee / account holder | $3,749 | $4,221-11.2% | $5,059-25.9% | $4,887-23.3% |