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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 | $77,062 | $45,872+68.0% | $77,0810% | $68,495+12.5% |
| Participation rate | 100.0% | 55.9%+44.1pp | 67.9%+32.1pp | 67.9%+32.1pp |
| Annual return | -17.60% | 1.73%-19.3pp | 42.33%-59.9pp | -7.84%-9.8pp |
| Employer contribution / active EE | $2,292 | $1,650+39.0% | $2,813-18.5% | $2,596-11.7% |
| Participant deferral / active EE | $4,591 | $2,963+55.0% | $4,428+3.7% | $4,028+14.0% |
| Admin fee / account holder | $1,909 | $3,041-37.2% | $5,427-64.8% | $5,403-64.7% |