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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 | $76,200 | $69,977+8.9% | $108,582-29.8% | $62,881+21.2% |
| Participation rate | 100.0% | 72.9%+27.1pp | 79.6%+20.4pp | 69.3%+30.7pp |
| Annual return | 7.12% | 10.73%-3.6pp | -51.70%+58.8pp | 20.14%-13.0pp |
| Employer contribution / active EE | $3,266 | $2,135+53.0% | $3,758-13.1% | $2,281+43.2% |
| Participant deferral / active EE | $2,917 | $3,165-7.8% | $4,311-32.3% | $3,203-8.9% |
| Admin fee / account holder | $13,300 | $5,076+162.0% | $7,645+74.0% | $4,296+209.6% |