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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 | $61,678 | $54,162+13.9% | $68,612-10.1% | $64,173-3.9% |
| Participation rate | 100.0% | 68.1%+31.9pp | 72.2%+27.8pp | 69.6%+30.4pp |
| Annual return | -6.31% | -1.62%-4.7pp | -4.63%-1.7pp | 7.63%-13.9pp |
| Employer contribution / active EE | $4,607 | $1,846+149.6% | $2,625+75.5% | $2,381+93.5% |
| Participant deferral / active EE | $6,052 | $2,626+130.5% | $3,311+82.8% | $3,470+74.4% |
| Admin fee / account holder | $2,159 | $4,029-46.4% | $5,131-57.9% | $4,887-55.8% |