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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 | $62,126 | $50,947+21.9% | $74,551-16.7% | $64,173-3.2% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.1%+30.9pp | 69.6%+30.4pp |
| Annual return | -5.79% | -1.85%-3.9pp | 32.53%-38.3pp | 7.63%-13.4pp |
| Employer contribution / active EE | $5,929 | $1,115+431.5% | $1,961+202.3% | $2,381+149.0% |
| Participant deferral / active EE | $5,114 | $2,302+122.2% | $3,108+64.5% | $3,470+47.4% |
| Admin fee / account holder | $442 | $4,221-89.5% | $5,059-91.3% | $4,887-91.0% |