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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 | $35,949 | $62,583-42.6% | $76,767-53.2% | $64,173-44.0% |
| Participation rate | 100.0% | 72.8%+27.2pp | 77.0%+23.0pp | 69.6%+30.4pp |
| Annual return | -6.24% | -1.95%-4.3pp | 2.43%-8.7pp | 7.63%-13.9pp |
| Employer contribution / active EE | $5,495 | $1,832+199.9% | $2,485+121.1% | $2,381+130.8% |
| Participant deferral / active EE | $3,755 | $3,145+19.4% | $3,852-2.5% | $3,470+8.2% |
| Admin fee / account holder | $2,748 | $4,667-41.1% | $6,675-58.8% | $4,887-43.8% |