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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 | $69,090 | $50,947+35.6% | $74,551-7.3% | $64,173+7.7% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.1%+30.9pp | 69.6%+30.4pp |
| Annual return | -5.70% | -1.85%-3.8pp | 32.53%-38.2pp | 7.63%-13.3pp |
| Employer contribution / active EE | $2,125 | $1,115+90.5% | $1,961+8.4% | $2,381-10.7% |
| Participant deferral / active EE | $3,109 | $2,302+35.1% | $3,1080% | $3,470-10.4% |
| Admin fee / account holder | $436 | $4,221-89.7% | $5,059-91.4% | $4,887-91.1% |