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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 | $76,530 | $61,660+24.1% | $80,022-4.4% | $64,173+19.3% |
| Participation rate | 100.0% | 71.7%+28.3pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | -5.22% | -0.33%-4.9pp | 11.22%-16.4pp | 7.63%-12.9pp |
| Employer contribution / active EE | $9,214 | $1,810+408.9% | $2,468+273.3% | $2,381+287.0% |
| Participant deferral / active EE | $3,211 | $2,968+8.2% | $3,686-12.9% | $3,470-7.5% |
| Admin fee / account holder | $1,944 | $5,417-64.1% | $6,521-70.2% | $4,887-60.2% |