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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 | $100,979 | $49,280+104.9% | $67,313+50.0% | $64,181+57.3% |
| Participation rate | 71.6% | 60.8%+10.9pp | 69.1%+2.6pp | 69.6%+2.1pp |
| Annual return | -5.25% | -1.39%-3.9pp | -4.08%-1.2pp | 7.63%-12.9pp |
| Employer contribution / active EE | $4,357 | $1,668+161.1% | $2,566+69.8% | $2,381+83.0% |
| Participant deferral / active EE | $0 | $2,484-100.0% | $3,568-100.0% | $3,470-100.0% |
| Admin fee / account holder | $627 | $3,863-83.8% | $4,507-86.1% | $4,887-87.2% |