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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 | $91,201 | $97,881-6.8% | $80,004+14.0% | $125,393-27.3% |
| Participation rate | 100.0% | 77.9%+22.1pp | 73.0%+27.0pp | 83.2%+16.8pp |
| Annual return | 0.79% | 9.36%-8.6pp | 7.63%-6.8pp | 282.23%-281.4pp |
| Employer contribution / active EE | $1,091 | $3,128-65.1% | $2,473-55.9% | $4,866-77.6% |
| Participant deferral / active EE | $6,382 | $3,744+70.4% | $3,204+99.2% | $5,351+19.3% |
| Admin fee / account holder | $16,503 | $6,278+162.9% | $5,033+227.9% | $9,541+73.0% |