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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 | $76,280 | $35,183+116.8% | $73,550+3.7% | $70,126+8.8% |
| Participation rate | 100.0% | 42.9%+57.1pp | 54.9%+45.1pp | 69.5%+30.5pp |
| Annual return | 19.87% | 26.90%-7.0pp | -15.16%+35.0pp | 73.15%-53.3pp |
| Employer contribution / active EE | $1,103 | $709+55.7% | $1,219-9.5% | $2,343-52.9% |
| Participant deferral / active EE | $1,364 | $1,220+11.9% | $1,804-24.4% | $3,332-59.0% |
| Admin fee / account holder | $9,814 | $2,302+326.3% | $2,320+323.1% | $4,645+111.3% |