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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 | $58,510 | $43,344+35.0% | $59,899-2.3% | $64,173-8.8% |
| Participation rate | 100.0% | 69.2%+30.8pp | 74.7%+25.3pp | 69.6%+30.4pp |
| Annual return | -1.96% | -1.55%-0.4pp | 3.46%-5.4pp | 7.63%-9.6pp |
| Employer contribution / active EE | $2,155 | $2,030+6.2% | $2,723-20.8% | $2,381-9.5% |
| Participant deferral / active EE | $2,322 | $2,547-8.9% | $3,402-31.8% | $3,470-33.1% |
| Admin fee / account holder | $4,764 | $3,008+58.4% | $3,592+32.6% | $4,887-2.5% |