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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 | $71,049 | $42,383+67.6% | $76,518-7.1% | $64,173+10.7% |
| Participation rate | 96.7% | 58.1%+38.6pp | 68.0%+28.7pp | 69.6%+27.2pp |
| Annual return | 0.81% | -16.54%+17.3pp | -0.27%+1.1pp | 7.63%-6.8pp |
| Employer contribution / active EE | $6,541 | $1,563+318.4% | $2,647+147.1% | $2,381+174.7% |
| Participant deferral / active EE | $0 | $2,566-100.0% | $3,836-100.0% | $3,470-100.0% |
| Admin fee / account holder | $2,208 | $3,198-30.9% | $4,849-54.5% | $4,887-54.8% |