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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 | $81,394 | $54,162+50.3% | $68,612+18.6% | $64,173+26.8% |
| Participation rate | 100.0% | 68.1%+31.9pp | 72.2%+27.8pp | 69.6%+30.4pp |
| Annual return | -5.32% | -1.62%-3.7pp | -4.63%-0.7pp | 7.63%-13.0pp |
| Employer contribution / active EE | $1,932 | $1,846+4.6% | $2,625-26.4% | $2,381-18.9% |
| Participant deferral / active EE | $2,606 | $2,626-0.8% | $3,311-21.3% | $3,470-24.9% |
| Admin fee / account holder | $11,484 | $4,029+185.1% | $5,131+123.8% | $4,887+135.0% |