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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 | $60,654 | $62,583-3.1% | $76,767-21.0% | $64,173-5.5% |
| Participation rate | 100.0% | 72.8%+27.2pp | 77.0%+23.0pp | 69.6%+30.4pp |
| Annual return | -7.22% | -1.95%-5.3pp | 2.43%-9.7pp | 7.63%-14.9pp |
| Employer contribution / active EE | $3,919 | $1,832+113.9% | $2,485+57.7% | $2,381+64.6% |
| Participant deferral / active EE | $5,440 | $3,145+73.0% | $3,852+41.3% | $3,470+56.8% |
| Admin fee / account holder | $2,836 | $4,667-39.2% | $6,675-57.5% | $4,887-42.0% |