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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 | $77,973 | $62,583+24.6% | $76,767+1.6% | $64,173+21.5% |
| Participation rate | 100.0% | 72.8%+27.2pp | 77.0%+23.0pp | 69.6%+30.4pp |
| Annual return | -6.38% | -1.95%-4.4pp | 2.43%-8.8pp | 7.63%-14.0pp |
| Employer contribution / active EE | $4,874 | $1,832+166.0% | $2,485+96.1% | $2,381+104.7% |
| Participant deferral / active EE | $4,376 | $3,145+39.1% | $3,852+13.6% | $3,470+26.1% |
| Admin fee / account holder | $1,994 | $4,667-57.3% | $6,675-70.1% | $4,887-59.2% |