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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 | $93,326 | $62,583+49.1% | $76,767+21.6% | $64,173+45.4% |
| Participation rate | 100.0% | 72.8%+27.2pp | 77.0%+23.0pp | 69.6%+30.4pp |
| Annual return | -6.58% | -1.95%-4.6pp | 2.43%-9.0pp | 7.63%-14.2pp |
| Employer contribution / active EE | $5,291 | $1,832+188.8% | $2,485+112.9% | $2,381+122.3% |
| Participant deferral / active EE | $2,099 | $3,145-33.3% | $3,852-45.5% | $3,470-39.5% |
| Admin fee / account holder | $1,914 | $4,667-59.0% | $6,675-71.3% | $4,887-60.8% |