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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 | $67,492 | $62,589+7.8% | $76,768-12.1% | $64,173+5.2% |
| Participation rate | 100.0% | 72.8%+27.2pp | 77.0%+23.0pp | 69.6%+30.4pp |
| Annual return | -5.53% | -1.95%-3.6pp | 2.43%-8.0pp | 7.63%-13.2pp |
| Employer contribution / active EE | $4,751 | $1,832+159.3% | $2,485+91.2% | $2,381+99.6% |
| Participant deferral / active EE | $4,295 | $3,145+36.6% | $3,852+11.5% | $3,470+23.8% |
| Admin fee / account holder | $3,818 | $4,667-18.2% | $6,675-42.8% | $4,887-21.9% |