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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 | $53,417 | $54,162-1.4% | $68,612-22.1% | $64,173-16.8% |
| Participation rate | 100.0% | 68.1%+31.9pp | 72.2%+27.8pp | 69.6%+30.4pp |
| Annual return | -5.04% | -1.62%-3.4pp | -4.63%-0.4pp | 7.63%-12.7pp |
| Employer contribution / active EE | $3,401 | $1,846+84.2% | $2,625+29.6% | $2,381+42.9% |
| Participant deferral / active EE | $1,928 | $2,626-26.6% | $3,311-41.8% | $3,470-44.4% |
| Admin fee / account holder | $472 | $4,029-88.3% | $5,131-90.8% | $4,887-90.3% |