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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 | $68,111 | $140,578-51.5% | $100,671-32.3% | $125,389-45.7% |
| Participation rate | 100.0% | 80.4%+19.6pp | 70.7%+29.3pp | 83.2%+16.8pp |
| Annual return | 1.64% | 24.67%-23.0pp | 20.43%-18.8pp | 282.24%-280.6pp |
| Employer contribution / active EE | $2,329 | $5,965-61.0% | $4,012-42.0% | $4,866-52.1% |
| Participant deferral / active EE | $4,700 | $3,981+18.0% | $3,144+49.5% | $5,352-12.2% |
| Admin fee / account holder | $2,248 | $6,716-66.5% | $4,850-53.6% | $9,541-76.4% |