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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 | $70,967 | $50,947+39.3% | $74,549-4.8% | $64,173+10.6% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.1%+30.9pp | 69.6%+30.4pp |
| Annual return | -7.47% | -1.85%-5.6pp | 32.53%-40.0pp | 7.63%-15.1pp |
| Employer contribution / active EE | $1,767 | $1,115+58.5% | $1,961-9.9% | $2,381-25.8% |
| Participant deferral / active EE | $0 | $2,302-100.0% | $3,108-100.0% | $3,470-100.0% |
| Admin fee / account holder | $5,327 | $4,221+26.2% | $5,059+5.3% | $4,887+9.0% |