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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 | $60,562 | $48,264+25.5% | $68,790-12.0% | $68,498-11.6% |
| Participation rate | 100.0% | 60.7%+39.3pp | 69.0%+31.0pp | 67.9%+32.1pp |
| Annual return | -15.27% | -12.70%-2.6pp | -6.38%-8.9pp | -7.84%-7.4pp |
| Employer contribution / active EE | $7,239 | $1,829+295.8% | $2,655+172.6% | $2,596+178.8% |
| Participant deferral / active EE | $2,625 | $2,867-8.4% | $3,941-33.4% | $4,027-34.8% |
| Admin fee / account holder | $2,286 | $4,360-47.6% | $4,934-53.7% | $5,403-57.7% |