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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 | $65,314 | $62,583+4.4% | $76,767-14.9% | $64,173+1.8% |
| Participation rate | 100.0% | 72.8%+27.2pp | 77.0%+23.0pp | 69.6%+30.4pp |
| Annual return | -5.18% | -1.95%-3.2pp | 2.43%-7.6pp | 7.63%-12.8pp |
| Employer contribution / active EE | $5,702 | $1,832+211.2% | $2,485+129.4% | $2,381+139.5% |
| Participant deferral / active EE | $3,280 | $3,145+4.3% | $3,852-14.8% | $3,470-5.5% |
| Admin fee / account holder | $300 | $4,667-93.6% | $6,675-95.5% | $4,887-93.9% |