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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 | $87,847 | $62,583+40.4% | $76,767+14.4% | $64,173+36.9% |
| Participation rate | 100.0% | 72.8%+27.2pp | 77.0%+23.0pp | 69.6%+30.4pp |
| Annual return | -6.75% | -1.95%-4.8pp | 2.43%-9.2pp | 7.63%-14.4pp |
| Employer contribution / active EE | $1,166 | $1,832-36.4% | $2,485-53.1% | $2,381-51.0% |
| Participant deferral / active EE | $4,910 | $3,145+56.1% | $3,852+27.5% | $3,470+41.5% |
| Admin fee / account holder | $1,262 | $4,667-73.0% | $6,675-81.1% | $4,887-74.2% |