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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 | $72,978 | $50,947+43.2% | $74,551-2.1% | $64,173+13.7% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.1%+30.9pp | 69.6%+30.4pp |
| Annual return | -5.02% | -1.85%-3.2pp | 32.53%-37.5pp | 7.63%-12.6pp |
| Employer contribution / active EE | $2,319 | $1,115+107.9% | $1,961+18.3% | $2,381-2.6% |
| Participant deferral / active EE | $3,558 | $2,302+54.6% | $3,108+14.5% | $3,470+2.5% |
| Admin fee / account holder | $763 | $4,221-81.9% | $5,059-84.9% | $4,887-84.4% |