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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 | $67,279 | $158,852-57.6% | $121,220-44.5% | $135,379-50.3% |
| Participation rate | 100.0% | 79.3%+20.7pp | 71.8%+28.2pp | 82.6%+17.4pp |
| Annual return | 7.92% | -0.64%+8.6pp | 16.94%-9.0pp | 519.79%-511.9pp |
| Employer contribution / active EE | $2,323 | $5,666-59.0% | $4,023-42.2% | $4,779-51.4% |
| Participant deferral / active EE | $5,542 | $4,006+38.4% | $3,345+65.7% | $5,609-1.2% |
| Admin fee / account holder | $3,259 | $6,515-50.0% | $5,021-35.1% | $10,828-69.9% |