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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 | $55,760 | $50,947+9.4% | $74,551-25.2% | $64,173-13.1% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.1%+30.9pp | 69.6%+30.4pp |
| Annual return | -6.13% | -1.85%-4.3pp | 32.53%-38.7pp | 7.63%-13.8pp |
| Employer contribution / active EE | $3,180 | $1,115+185.1% | $1,961+62.1% | $2,381+33.6% |
| Participant deferral / active EE | $2,776 | $2,302+20.6% | $3,108-10.7% | $3,470-20.0% |
| Admin fee / account holder | $2,321 | $4,221-45.0% | $5,059-54.1% | $4,887-52.5% |