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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 | $68,621 | $62,583+9.6% | $76,767-10.6% | $64,173+6.9% |
| Participation rate | 100.0% | 72.8%+27.2pp | 77.0%+23.0pp | 69.6%+30.4pp |
| Annual return | -4.42% | -1.95%-2.5pp | 2.43%-6.9pp | 7.63%-12.1pp |
| Employer contribution / active EE | $2,042 | $1,832+11.5% | $2,485-17.8% | $2,381-14.2% |
| Participant deferral / active EE | $3,049 | $3,145-3.1% | $3,852-20.8% | $3,470-12.1% |
| Admin fee / account holder | $7,728 | $4,667+65.6% | $6,675+15.8% | $4,887+58.1% |