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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 | $42,075 | $61,660-31.8% | $80,022-47.4% | $64,173-34.4% |
| Participation rate | 98.1% | 71.7%+26.4pp | 75.8%+22.2pp | 69.6%+28.5pp |
| Annual return | -7.22% | -0.33%-6.9pp | 11.22%-18.4pp | 7.63%-14.8pp |
| Employer contribution / active EE | $6,645 | $1,810+267.0% | $2,468+169.2% | $2,381+179.1% |
| Participant deferral / active EE | $2,919 | $2,968-1.6% | $3,686-20.8% | $3,470-15.9% |
| Admin fee / account holder | $3,157 | $5,417-41.7% | $6,521-51.6% | $4,887-35.4% |