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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 | $68,776 | $62,586+9.9% | $76,766-10.4% | $64,181+7.2% |
| Participation rate | 100.0% | 72.8%+27.2pp | 77.0%+23.0pp | 69.6%+30.4pp |
| Annual return | -6.01% | -1.95%-4.1pp | 2.43%-8.4pp | 7.63%-13.6pp |
| Employer contribution / active EE | $1,602 | $1,832-12.6% | $2,485-35.5% | $2,381-32.7% |
| Participant deferral / active EE | $3,782 | $3,145+20.3% | $3,851-1.8% | $3,470+9.0% |
| Admin fee / account holder | $7,635 | $4,667+63.6% | $6,675+14.4% | $4,887+56.2% |