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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 | $56,489 | $50,958+10.9% | $74,552-24.2% | $64,181-12.0% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.1%+30.9pp | 69.6%+30.4pp |
| Annual return | -5.11% | -1.86%-3.3pp | 32.53%-37.6pp | 7.63%-12.7pp |
| Employer contribution / active EE | $1,633 | $1,115+46.4% | $1,961-16.7% | $2,381-31.4% |
| Participant deferral / active EE | $2,684 | $2,301+16.6% | $3,108-13.6% | $3,470-22.6% |
| Admin fee / account holder | $857 | $4,223-79.7% | $5,060-83.1% | $4,887-82.5% |