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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 | $61,428 | $72,177-14.9% | $115,038-46.6% | $59,633+3.0% |
| Participation rate | 100.0% | 72.6%+27.4pp | 81.4%+18.6pp | 68.7%+31.3pp |
| Annual return | -1.87% | 12.02%-13.9pp | 26.14%-28.0pp | 2041.45%-2043.3pp |
| Employer contribution / active EE | $2,414 | $2,841-15.0% | $4,608-47.6% | $2,203+9.6% |
| Participant deferral / active EE | $5,788 | $4,783+21.0% | $6,026-4.0% | $3,192+81.4% |
| Admin fee / account holder | $8,006 | $4,927+62.5% | $8,175-2.1% | $4,297+86.3% |