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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 | $45,926 | $62,583-26.6% | $76,767-40.2% | $64,173-28.4% |
| Participation rate | 100.0% | 72.8%+27.2pp | 77.0%+23.0pp | 69.6%+30.4pp |
| Annual return | -6.56% | -1.95%-4.6pp | 2.43%-9.0pp | 7.63%-14.2pp |
| Employer contribution / active EE | $5,624 | $1,832+207.0% | $2,485+126.3% | $2,381+136.2% |
| Participant deferral / active EE | $3,523 | $3,145+12.0% | $3,852-8.5% | $3,470+1.5% |
| Admin fee / account holder | $481 | $4,667-89.7% | $6,675-92.8% | $4,887-90.2% |