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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 | $72,352 | $61,660+17.3% | $80,022-9.6% | $64,173+12.7% |
| Participation rate | 100.0% | 71.7%+28.3pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | -6.72% | -0.33%-6.4pp | 11.22%-17.9pp | 7.63%-14.4pp |
| Employer contribution / active EE | $6,469 | $1,810+257.3% | $2,468+162.1% | $2,381+171.7% |
| Participant deferral / active EE | $5,258 | $2,968+77.2% | $3,686+42.7% | $3,470+51.5% |
| Admin fee / account holder | $1,144 | $5,417-78.9% | $6,521-82.5% | $4,887-76.6% |