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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 | $82,388 | $78,694+4.7% | $67,652+21.8% | $125,389-34.3% |
| Participation rate | 100.0% | 78.8%+21.2pp | 75.7%+24.3pp | 83.2%+16.8pp |
| Annual return | 2.52% | 9.46%-6.9pp | 6625.40%-6622.9pp | 282.24%-279.7pp |
| Employer contribution / active EE | $2,210 | $3,044-27.4% | $2,266-2.5% | $4,866-54.6% |
| Participant deferral / active EE | $11,306 | $4,292+163.4% | $3,560+217.6% | $5,352+111.3% |
| Admin fee / account holder | $890 | $7,403-88.0% | $4,821-81.5% | $9,541-90.7% |