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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 | $73,768 | $58,600+25.9% | $83,327-11.5% | $64,173+15.0% |
| Participation rate | 100.0% | 72.0%+28.0pp | 77.8%+22.2pp | 69.6%+30.4pp |
| Annual return | -6.02% | 9.66%-15.7pp | 10.64%-16.7pp | 7.63%-13.7pp |
| Employer contribution / active EE | $2,808 | $2,098+33.8% | $3,379-16.9% | $2,381+18.0% |
| Participant deferral / active EE | $12,421 | $4,656+166.8% | $5,565+123.2% | $3,470+258.0% |
| Admin fee / account holder | $942 | $9,282-89.9% | $7,540-87.5% | $4,887-80.7% |