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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 | $75,460 | $56,484+33.6% | $169,452-55.5% | $64,173+17.6% |
| Participation rate | 100.0% | 64.5%+35.5pp | 77.8%+22.2pp | 69.6%+30.4pp |
| Annual return | -6.12% | -1.55%-4.6pp | 1.83%-7.9pp | 7.63%-13.7pp |
| Employer contribution / active EE | $3,396 | $1,832+85.3% | $4,157-18.3% | $2,381+42.7% |
| Participant deferral / active EE | $7,471 | $3,448+116.7% | $5,277+41.6% | $3,470+115.3% |
| Admin fee / account holder | $471 | $4,174-88.7% | $9,110-94.8% | $4,887-90.4% |