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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 | $75,157 | $64,311+16.9% | $57,356+31.0% | $125,389-40.1% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 83.2%+16.8pp |
| Annual return | 2.14% | 25.14%-23.0pp | 24.41%-22.3pp | 282.24%-280.1pp |
| Employer contribution / active EE | $4,461 | $3,193+39.7% | $2,689+65.9% | $4,866-8.3% |
| Participant deferral / active EE | $0 | $3,846-100.0% | $3,162-100.0% | $5,352-100.0% |
| Admin fee / account holder | $1,215 | $5,243-76.8% | $3,357-63.8% | $9,541-87.3% |