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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 | $54,351 | $50,947+6.7% | $74,549-27.1% | $64,173-15.3% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.1%+30.9pp | 69.6%+30.4pp |
| Annual return | -7.60% | -1.85%-5.7pp | 32.53%-40.1pp | 7.63%-15.2pp |
| Employer contribution / active EE | $2,302 | $1,115+106.4% | $1,961+17.4% | $2,381-3.3% |
| Participant deferral / active EE | $5,879 | $2,302+155.5% | $3,108+89.2% | $3,470+69.5% |
| Admin fee / account holder | $1,601 | $4,221-62.1% | $5,059-68.4% | $4,887-67.2% |