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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 | $63,841 | $43,344+47.3% | $59,899+6.6% | $64,173-0.5% |
| Participation rate | 100.0% | 69.2%+30.8pp | 74.7%+25.3pp | 69.6%+30.4pp |
| Annual return | -4.54% | -1.55%-3.0pp | 3.46%-8.0pp | 7.63%-12.2pp |
| Employer contribution / active EE | $2,765 | $2,030+36.2% | $2,723+1.6% | $2,381+16.1% |
| Participant deferral / active EE | $3,846 | $2,547+51.0% | $3,402+13.0% | $3,470+10.8% |
| Admin fee / account holder | $6,825 | $3,008+126.9% | $3,592+90.0% | $4,887+39.6% |