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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 | $68,590 | $62,583+9.6% | $76,767-10.7% | $64,173+6.9% |
| Participation rate | 100.0% | 72.8%+27.2pp | 77.0%+23.0pp | 69.6%+30.4pp |
| Annual return | -5.95% | -1.95%-4.0pp | 2.43%-8.4pp | 7.63%-13.6pp |
| Employer contribution / active EE | $6,985 | $1,832+281.2% | $2,485+181.0% | $2,381+193.4% |
| Participant deferral / active EE | $2,652 | $3,145-15.7% | $3,852-31.2% | $3,470-23.6% |
| Admin fee / account holder | $12,936 | $4,667+177.2% | $6,675+93.8% | $4,887+164.7% |