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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 | $38,251 | $62,583-38.9% | $76,767-50.2% | $64,173-40.4% |
| Participation rate | 100.0% | 72.8%+27.2pp | 77.0%+23.0pp | 69.6%+30.4pp |
| Annual return | -6.79% | -1.95%-4.8pp | 2.43%-9.2pp | 7.63%-14.4pp |
| Employer contribution / active EE | $2,093 | $1,832+14.2% | $2,485-15.8% | $2,381-12.1% |
| Participant deferral / active EE | $3,227 | $3,145+2.6% | $3,852-16.2% | $3,470-7.0% |
| Admin fee / account holder | $728 | $4,667-84.4% | $6,675-89.1% | $4,887-85.1% |