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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 | $85,818 | $61,660+39.2% | $80,022+7.2% | $64,173+33.7% |
| Participation rate | 100.0% | 71.7%+28.3pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | -6.53% | -0.33%-6.2pp | 11.22%-17.7pp | 7.63%-14.2pp |
| Employer contribution / active EE | $710 | $1,810-60.8% | $2,468-71.2% | $2,381-70.2% |
| Participant deferral / active EE | $5,295 | $2,968+78.4% | $3,686+43.7% | $3,470+52.6% |
| Admin fee / account holder | $1,704 | $5,417-68.5% | $6,521-73.9% | $4,887-65.1% |