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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 | $71,978 | $54,162+32.9% | $68,612+4.9% | $64,173+12.2% |
| Participation rate | 100.0% | 68.1%+31.9pp | 72.2%+27.8pp | 69.6%+30.4pp |
| Annual return | -4.87% | -1.62%-3.2pp | -4.63%-0.2pp | 7.63%-12.5pp |
| Employer contribution / active EE | $4,353 | $1,846+135.8% | $2,625+65.8% | $2,381+82.8% |
| Participant deferral / active EE | $2,918 | $2,626+11.1% | $3,311-11.9% | $3,470-15.9% |
| Admin fee / account holder | $2,675 | $4,029-33.6% | $5,131-47.9% | $4,887-45.3% |