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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 | $56,678 | $56,484+0.3% | $169,452-66.6% | $64,173-11.7% |
| Participation rate | 100.0% | 64.5%+35.5pp | 77.8%+22.2pp | 69.6%+30.4pp |
| Annual return | -3.98% | -1.55%-2.4pp | 1.83%-5.8pp | 7.63%-11.6pp |
| Employer contribution / active EE | $6,123 | $1,832+234.2% | $4,157+47.3% | $2,381+157.2% |
| Participant deferral / active EE | $5,468 | $3,448+58.6% | $5,277+3.6% | $3,470+57.6% |
| Admin fee / account holder | $1,736 | $4,174-58.4% | $9,110-80.9% | $4,887-64.5% |