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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 | $76,440 | $61,660+24.0% | $80,022-4.5% | $64,173+19.1% |
| Participation rate | 100.0% | 71.7%+28.3pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | -6.86% | -0.33%-6.5pp | 11.22%-18.1pp | 7.63%-14.5pp |
| Employer contribution / active EE | $2,354 | $1,810+30.0% | $2,468-4.6% | $2,381-1.1% |
| Participant deferral / active EE | $5,107 | $2,968+72.1% | $3,686+38.6% | $3,470+47.2% |
| Admin fee / account holder | $5,218 | $5,417-3.7% | $6,521-20.0% | $4,887+6.8% |