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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 | $67,788 | $43,344+56.4% | $59,899+13.2% | $64,173+5.6% |
| Participation rate | 100.0% | 69.2%+30.8pp | 74.7%+25.3pp | 69.6%+30.4pp |
| Annual return | -4.59% | -1.55%-3.0pp | 3.46%-8.0pp | 7.63%-12.2pp |
| Employer contribution / active EE | $3,406 | $2,030+67.8% | $2,723+25.1% | $2,381+43.1% |
| Participant deferral / active EE | $2,278 | $2,547-10.6% | $3,402-33.1% | $3,470-34.4% |
| Admin fee / account holder | $7,048 | $3,008+134.3% | $3,592+96.2% | $4,887+44.2% |