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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 | $65,897 | $69,977-5.8% | $108,582-39.3% | $62,881+4.8% |
| Participation rate | 100.0% | 72.9%+27.1pp | 79.6%+20.4pp | 69.3%+30.7pp |
| Annual return | 7.65% | 10.73%-3.1pp | -51.70%+59.3pp | 20.14%-12.5pp |
| Employer contribution / active EE | $5,000 | $2,135+134.2% | $3,758+33.0% | $2,281+119.2% |
| Participant deferral / active EE | $1,702 | $3,165-46.2% | $4,311-60.5% | $3,203-46.9% |
| Admin fee / account holder | $1,031 | $5,076-79.7% | $7,645-86.5% | $4,296-76.0% |