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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 | $67,041 | $61,660+8.7% | $80,022-16.2% | $64,173+4.5% |
| Participation rate | 100.0% | 71.7%+28.3pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | -3.89% | -0.33%-3.6pp | 11.22%-15.1pp | 7.63%-11.5pp |
| Employer contribution / active EE | $1,388 | $1,810-23.3% | $2,468-43.7% | $2,381-41.7% |
| Participant deferral / active EE | $1,756 | $2,968-40.8% | $3,686-52.3% | $3,470-49.4% |
| Admin fee / account holder | $1,107 | $5,417-79.6% | $6,521-83.0% | $4,887-77.3% |