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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 | $66,201 | $50,947+29.9% | $74,549-11.2% | $64,173+3.2% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.1%+30.9pp | 69.6%+30.4pp |
| Annual return | 3.12% | -1.85%+5.0pp | 32.53%-29.4pp | 7.63%-4.5pp |
| Employer contribution / active EE | $4,778 | $1,115+328.4% | $1,961+143.7% | $2,381+100.7% |
| Participant deferral / active EE | $0 | $2,302-100.0% | $3,108-100.0% | $3,470-100.0% |
| Admin fee / account holder | $1,797 | $4,221-57.4% | $5,059-64.5% | $4,887-63.2% |