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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 | $61,325 | $110,083-44.3% | $151,639-59.6% | $68,486-10.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 87.5%+12.5pp | 67.9%+32.1pp |
| Annual return | 2.07% | -10.12%+12.2pp | 3.34%-1.3pp | -7.85%+9.9pp |
| Employer contribution / active EE | $1,757 | $4,470-60.7% | $6,165-71.5% | $2,597-32.3% |
| Participant deferral / active EE | $6,266 | $6,526-4.0% | $8,363-25.1% | $4,028+55.6% |
| Admin fee / account holder | $545 | $7,718-92.9% | $11,613-95.3% | $5,404-89.9% |