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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 | $88,347 | $54,162+63.1% | $68,612+28.8% | $64,173+37.7% |
| Participation rate | 100.0% | 68.1%+31.9pp | 72.2%+27.8pp | 69.6%+30.4pp |
| Annual return | -3.98% | -1.62%-2.4pp | -4.63%+0.7pp | 7.63%-11.6pp |
| Employer contribution / active EE | $2,878 | $1,846+55.9% | $2,625+9.6% | $2,381+20.9% |
| Participant deferral / active EE | $6,015 | $2,626+129.0% | $3,311+81.7% | $3,470+73.4% |
| Admin fee / account holder | $548 | $4,029-86.4% | $5,131-89.3% | $4,887-88.8% |