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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 | $67,685 | $72,177-6.2% | $115,038-41.2% | $59,633+13.5% |
| Participation rate | 100.0% | 72.6%+27.4pp | 81.4%+18.6pp | 68.7%+31.3pp |
| Annual return | 2.05% | 12.02%-10.0pp | 26.14%-24.1pp | 2041.45%-2039.4pp |
| Employer contribution / active EE | $8,906 | $2,841+213.4% | $4,608+93.3% | $2,203+304.3% |
| Participant deferral / active EE | $6,169 | $4,783+29.0% | $6,026+2.4% | $3,192+93.3% |
| Admin fee / account holder | $8,829 | $4,927+79.2% | $8,175+8.0% | $4,297+105.5% |