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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 | $37,392 | $61,660-39.4% | $80,022-53.3% | $64,173-41.7% |
| Participation rate | 100.0% | 71.7%+28.3pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | -5.40% | -0.33%-5.1pp | 11.22%-16.6pp | 7.63%-13.0pp |
| Employer contribution / active EE | $4,842 | $1,810+167.5% | $2,468+96.2% | $2,381+103.4% |
| Participant deferral / active EE | $4,297 | $2,968+44.8% | $3,686+16.6% | $3,470+23.8% |
| Admin fee / account holder | $5,805 | $5,417+7.2% | $6,521-11.0% | $4,887+18.8% |