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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 | $70,769 | $43,483+62.8% | $54,726+29.3% | $64,173+10.3% |
| Participation rate | 100.0% | 72.2%+27.8pp | 79.1%+20.9pp | 69.6%+30.4pp |
| Annual return | -5.44% | -1.03%-4.4pp | -4.56%-0.9pp | 7.63%-13.1pp |
| Employer contribution / active EE | $4,319 | $2,632+64.1% | $3,449+25.2% | $2,381+81.4% |
| Participant deferral / active EE | $6,961 | $3,102+124.4% | $3,953+76.1% | $3,470+100.6% |
| Admin fee / account holder | $4,320 | $4,250+1.7% | $3,818+13.2% | $4,887-11.6% |