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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 | $59,020 | $52,836+11.7% | $105,736-44.2% | $64,173-8.0% |
| Participation rate | 100.0% | 66.5%+33.5pp | 76.3%+23.7pp | 69.6%+30.4pp |
| Annual return | -4.15% | 14.30%-18.4pp | 6.27%-10.4pp | 7.63%-11.8pp |
| Employer contribution / active EE | $5,511 | $1,827+201.7% | $3,268+68.6% | $2,381+131.5% |
| Participant deferral / active EE | $0 | $2,545-100.0% | $4,080-100.0% | $3,470-100.0% |
| Admin fee / account holder | $4,869 | $3,959+23.0% | $6,913-29.6% | $4,887-0.4% |