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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 | $60,376 | $43,338+39.3% | $59,887+0.8% | $64,173-5.9% |
| Participation rate | 100.0% | 69.2%+30.8pp | 74.7%+25.3pp | 69.6%+30.4pp |
| Annual return | -3.47% | -1.55%-1.9pp | 3.46%-6.9pp | 7.63%-11.1pp |
| Employer contribution / active EE | $4,022 | $2,030+98.1% | $2,722+47.7% | $2,381+68.9% |
| Participant deferral / active EE | $1,148 | $2,547-54.9% | $3,402-66.2% | $3,470-66.9% |
| Admin fee / account holder | $2,903 | $3,007-3.5% | $3,591-19.2% | $4,887-40.6% |