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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 | $60,456 | $58,577+3.2% | $83,323-27.4% | $64,181-5.8% |
| Participation rate | 100.0% | 72.0%+28.0pp | 77.8%+22.2pp | 69.6%+30.4pp |
| Annual return | -7.74% | 9.65%-17.4pp | 10.63%-18.4pp | 7.63%-15.4pp |
| Employer contribution / active EE | $1,333 | $2,098-36.5% | $3,379-60.6% | $2,381-44.0% |
| Participant deferral / active EE | $3,891 | $4,654-16.4% | $5,565-30.1% | $3,470+12.1% |
| Admin fee / account holder | $1,676 | $9,275-81.9% | $7,539-77.8% | $4,887-65.7% |