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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 | $45,649 | $62,589-27.1% | $76,768-40.5% | $64,173-28.9% |
| Participation rate | 100.0% | 72.8%+27.2pp | 77.0%+23.0pp | 69.6%+30.4pp |
| Annual return | -5.13% | -1.95%-3.2pp | 2.43%-7.6pp | 7.63%-12.8pp |
| Employer contribution / active EE | $5,667 | $1,832+209.3% | $2,485+128.0% | $2,381+138.0% |
| Participant deferral / active EE | $5,382 | $3,145+71.1% | $3,852+39.7% | $3,470+55.1% |
| Admin fee / account holder | $4,115 | $4,667-11.8% | $6,675-38.4% | $4,887-15.8% |