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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 | $74,998 | $62,583+19.8% | $76,767-2.3% | $64,173+16.9% |
| Participation rate | 100.0% | 72.8%+27.2pp | 77.0%+23.0pp | 69.6%+30.4pp |
| Annual return | -4.34% | -1.95%-2.4pp | 2.43%-6.8pp | 7.63%-12.0pp |
| Employer contribution / active EE | $1,764 | $1,832-3.7% | $2,485-29.0% | $2,381-25.9% |
| Participant deferral / active EE | $4,297 | $3,145+36.6% | $3,852+11.6% | $3,470+23.8% |
| Admin fee / account holder | $2,721 | $4,667-41.7% | $6,675-59.2% | $4,887-44.3% |