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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 | $54,000 | $61,660-12.4% | $80,022-32.5% | $64,173-15.9% |
| Participation rate | 93.2% | 71.7%+21.5pp | 75.8%+17.3pp | 69.6%+23.6pp |
| Annual return | -5.49% | -0.33%-5.2pp | 11.22%-16.7pp | 7.63%-13.1pp |
| Employer contribution / active EE | $5,168 | $1,810+185.4% | $2,468+109.4% | $2,381+117.1% |
| Participant deferral / active EE | $6,500 | $2,968+119.0% | $3,686+76.3% | $3,470+87.3% |
| Admin fee / account holder | $1,724 | $5,417-68.2% | $6,521-73.6% | $4,887-64.7% |