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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 | $64,069 | $43,333+47.9% | $59,883+7.0% | $64,181-0.2% |
| Participation rate | 100.0% | 69.2%+30.8pp | 74.7%+25.3pp | 69.6%+30.4pp |
| Annual return | -2.78% | -1.55%-1.2pp | 3.46%-6.2pp | 7.63%-10.4pp |
| Employer contribution / active EE | $1,340 | $2,029-33.9% | $2,722-50.8% | $2,381-43.7% |
| Participant deferral / active EE | $3,721 | $2,547+46.1% | $3,402+9.4% | $3,470+7.2% |
| Admin fee / account holder | $2,744 | $3,006-8.7% | $3,591-23.6% | $4,887-43.9% |