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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 | $62,597 | $61,660+1.5% | $80,022-21.8% | $64,173-2.5% |
| Participation rate | 100.0% | 71.7%+28.3pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | -5.98% | -0.33%-5.7pp | 11.22%-17.2pp | 7.63%-13.6pp |
| Employer contribution / active EE | $4,760 | $1,810+162.9% | $2,468+92.9% | $2,381+99.9% |
| Participant deferral / active EE | $3,342 | $2,968+12.6% | $3,686-9.3% | $3,470-3.7% |
| Admin fee / account holder | $9,458 | $5,417+74.6% | $6,521+45.0% | $4,887+93.5% |