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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 | $53,527 | $71,873-25.5% | $86,698-38.3% | $68,490-21.8% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.6%+23.4pp | 67.9%+32.1pp |
| Annual return | 0.25% | 3.54%-3.3pp | 35.96%-35.7pp | -7.85%+8.1pp |
| Employer contribution / active EE | $2,736 | $2,173+25.9% | $2,837-3.6% | $2,597+5.4% |
| Participant deferral / active EE | $3,632 | $3,779-3.9% | $4,656-22.0% | $4,028-9.8% |
| Admin fee / account holder | $5,069 | $6,110-17.0% | $7,492-32.3% | $5,403-6.2% |