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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 | $56,874 | $62,583-9.1% | $76,767-25.9% | $64,173-11.4% |
| Participation rate | 100.0% | 72.8%+27.2pp | 77.0%+23.0pp | 69.6%+30.4pp |
| Annual return | -3.91% | -1.95%-2.0pp | 2.43%-6.3pp | 7.63%-11.5pp |
| Employer contribution / active EE | $6,551 | $1,832+257.5% | $2,485+163.6% | $2,381+175.1% |
| Participant deferral / active EE | $4,238 | $3,145+34.7% | $3,852+10.0% | $3,470+22.1% |
| Admin fee / account holder | $668 | $4,667-85.7% | $6,675-90.0% | $4,887-86.3% |