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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 | $69,721 | $58,600+19.0% | $83,327-16.3% | $64,173+8.6% |
| Participation rate | 100.0% | 72.0%+28.0pp | 77.8%+22.2pp | 69.6%+30.4pp |
| Annual return | -6.47% | 9.66%-16.1pp | 10.64%-17.1pp | 7.63%-14.1pp |
| Employer contribution / active EE | $519 | $2,098-75.3% | $3,379-84.6% | $2,381-78.2% |
| Participant deferral / active EE | $5,545 | $4,656+19.1% | $5,565-0.4% | $3,470+59.8% |
| Admin fee / account holder | $4,167 | $9,282-55.1% | $7,540-44.7% | $4,887-14.7% |