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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 | $50,127 | $43,333+15.7% | $59,883-16.3% | $64,181-21.9% |
| Participation rate | 100.0% | 69.2%+30.8pp | 74.7%+25.3pp | 69.6%+30.4pp |
| Annual return | -4.18% | -1.55%-2.6pp | 3.46%-7.6pp | 7.63%-11.8pp |
| Employer contribution / active EE | $5,618 | $2,029+176.8% | $2,722+106.4% | $2,381+136.0% |
| Participant deferral / active EE | $3,838 | $2,547+50.7% | $3,402+12.8% | $3,470+10.6% |
| Admin fee / account holder | $2,253 | $3,006-25.0% | $3,591-37.2% | $4,887-53.9% |