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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 | $46,953 | $62,583-25.0% | $76,767-38.8% | $64,173-26.8% |
| Participation rate | 91.7% | 72.8%+18.8pp | 77.0%+14.7pp | 69.6%+22.1pp |
| Annual return | -4.97% | -1.95%-3.0pp | 2.43%-7.4pp | 7.63%-12.6pp |
| Employer contribution / active EE | $11,111 | $1,832+506.5% | $2,485+347.1% | $2,381+366.7% |
| Participant deferral / active EE | $0 | $3,145-100.0% | $3,852-100.0% | $3,470-100.0% |
| Admin fee / account holder | $8,047 | $4,667+72.4% | $6,675+20.6% | $4,887+64.7% |