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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 | $73,426 | $62,583+17.3% | $76,767-4.4% | $64,173+14.4% |
| Participation rate | 100.0% | 72.8%+27.2pp | 77.0%+23.0pp | 69.6%+30.4pp |
| Annual return | -6.17% | -1.95%-4.2pp | 2.43%-8.6pp | 7.63%-13.8pp |
| Employer contribution / active EE | $1,680 | $1,832-8.3% | $2,485-32.4% | $2,381-29.4% |
| Participant deferral / active EE | $4,199 | $3,145+33.5% | $3,852+9.0% | $3,470+21.0% |
| Admin fee / account holder | $1,263 | $4,667-72.9% | $6,675-81.1% | $4,887-74.2% |