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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 | $65,402 | $61,660+6.1% | $80,022-18.3% | $64,181+1.9% |
| Participation rate | 100.0% | 71.7%+28.3pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | -4.07% | -0.33%-3.7pp | 11.22%-15.3pp | 7.63%-11.7pp |
| Employer contribution / active EE | $4,948 | $1,810+173.3% | $2,468+100.5% | $2,381+107.8% |
| Participant deferral / active EE | $4,955 | $2,968+67.0% | $3,686+34.4% | $3,470+42.8% |
| Admin fee / account holder | $4,106 | $5,417-24.2% | $6,521-37.0% | $4,887-16.0% |