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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 | $69,632 | $54,162+28.6% | $68,612+1.5% | $64,173+8.5% |
| Participation rate | 100.0% | 68.1%+31.9pp | 72.2%+27.8pp | 69.6%+30.4pp |
| Annual return | -2.88% | -1.62%-1.3pp | -4.63%+1.7pp | 7.63%-10.5pp |
| Employer contribution / active EE | $3,833 | $1,846+107.6% | $2,625+46.0% | $2,381+61.0% |
| Participant deferral / active EE | $2,106 | $2,626-19.8% | $3,311-36.4% | $3,470-39.3% |
| Admin fee / account holder | $7,159 | $4,029+77.7% | $5,131+39.5% | $4,887+46.5% |