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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 | $65,561 | $62,589+4.7% | $76,768-14.6% | $64,173+2.2% |
| Participation rate | 100.0% | 72.8%+27.2pp | 77.0%+23.0pp | 69.6%+30.4pp |
| Annual return | -6.07% | -1.95%-4.1pp | 2.43%-8.5pp | 7.63%-13.7pp |
| Employer contribution / active EE | $4,925 | $1,832+168.8% | $2,485+98.2% | $2,381+106.9% |
| Participant deferral / active EE | $1,599 | $3,145-49.2% | $3,852-58.5% | $3,470-53.9% |
| Admin fee / account holder | $5,103 | $4,667+9.3% | $6,675-23.5% | $4,887+4.4% |