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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 | $51,762 | $61,660-16.1% | $80,022-35.3% | $64,173-19.3% |
| Participation rate | 97.1% | 71.7%+25.4pp | 75.8%+21.2pp | 69.6%+27.5pp |
| Annual return | -7.34% | -0.33%-7.0pp | 11.22%-18.6pp | 7.63%-15.0pp |
| Employer contribution / active EE | $3,910 | $1,810+116.0% | $2,468+58.4% | $2,381+64.2% |
| Participant deferral / active EE | $8,327 | $2,968+180.6% | $3,686+125.9% | $3,470+140.0% |
| Admin fee / account holder | $750 | $5,417-86.2% | $6,521-88.5% | $4,887-84.7% |