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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 | $59,355 | $50,947+16.5% | $74,551-20.4% | $64,173-7.5% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.1%+30.9pp | 69.6%+30.4pp |
| Annual return | -5.16% | -1.85%-3.3pp | 32.53%-37.7pp | 7.63%-12.8pp |
| Employer contribution / active EE | $2,948 | $1,115+164.3% | $1,961+50.3% | $2,381+23.8% |
| Participant deferral / active EE | $1,967 | $2,302-14.5% | $3,108-36.7% | $3,470-43.3% |
| Admin fee / account holder | $4,106 | $4,221-2.7% | $5,059-18.8% | $4,887-16.0% |