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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 | $99,481 | $69,518+43.1% | $59,887+66.1% | $135,379-26.5% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | 0.23% | 7.95%-7.7pp | 3.46%-3.2pp | 519.79%-519.6pp |
| Employer contribution / active EE | $2,944 | $3,235-9.0% | $2,722+8.1% | $4,779-38.4% |
| Participant deferral / active EE | $8,284 | $4,204+97.0% | $3,402+143.5% | $5,609+47.7% |
| Admin fee / account holder | $2,087 | $5,734-63.6% | $3,591-41.9% | $10,828-80.7% |