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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 | $54,758 | $62,583-12.5% | $76,767-28.7% | $64,173-14.7% |
| Participation rate | 100.0% | 72.8%+27.2pp | 77.0%+23.0pp | 69.6%+30.4pp |
| Annual return | -2.22% | -1.95%-0.3pp | 2.43%-4.6pp | 7.63%-9.9pp |
| Employer contribution / active EE | $2,961 | $1,832+61.6% | $2,485+19.1% | $2,381+24.4% |
| Participant deferral / active EE | $5,493 | $3,145+74.6% | $3,852+42.6% | $3,470+58.3% |
| Admin fee / account holder | $2,418 | $4,667-48.2% | $6,675-63.8% | $4,887-50.5% |