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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 | $95,766 | $50,947+88.0% | $74,551+28.5% | $64,173+49.2% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.1%+30.9pp | 69.6%+30.4pp |
| Annual return | -5.30% | -1.85%-3.4pp | 32.53%-37.8pp | 7.63%-12.9pp |
| Employer contribution / active EE | $5,067 | $1,115+354.3% | $1,961+158.4% | $2,381+112.8% |
| Participant deferral / active EE | $4,534 | $2,302+97.0% | $3,108+45.9% | $3,470+30.7% |
| Admin fee / account holder | $367 | $4,221-91.3% | $5,059-92.7% | $4,887-92.5% |