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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 | $91,815 | $50,947+80.2% | $74,551+23.2% | $64,173+43.1% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.1%+30.9pp | 69.6%+30.4pp |
| Annual return | 6.71% | -1.85%+8.6pp | 32.53%-25.8pp | 7.63%-0.9pp |
| Employer contribution / active EE | $6,923 | $1,115+520.7% | $1,961+253.0% | $2,381+190.8% |
| Participant deferral / active EE | $0 | $2,302-100.0% | $3,108-100.0% | $3,470-100.0% |
| Admin fee / account holder | $654 | $4,221-84.5% | $5,059-87.1% | $4,887-86.6% |