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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 | $57,347 | $62,589-8.4% | $76,768-25.3% | $64,173-10.6% |
| Participation rate | 100.0% | 72.8%+27.2pp | 77.0%+23.0pp | 69.6%+30.4pp |
| Annual return | -5.78% | -1.95%-3.8pp | 2.43%-8.2pp | 7.63%-13.4pp |
| Employer contribution / active EE | $2,303 | $1,832+25.7% | $2,485-7.3% | $2,381-3.3% |
| Participant deferral / active EE | $5,098 | $3,145+62.1% | $3,852+32.4% | $3,470+46.9% |
| Admin fee / account holder | $6,502 | $4,667+39.3% | $6,675-2.6% | $4,887+33.0% |