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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 | $75,823 | $158,827-52.3% | $121,208-37.4% | $135,382-44.0% |
| Participation rate | 100.0% | 79.3%+20.7pp | 71.8%+28.2pp | 82.6%+17.4pp |
| Annual return | 2.45% | -0.64%+3.1pp | 16.93%-14.5pp | 519.77%-517.3pp |
| Employer contribution / active EE | $750 | $5,666-86.8% | $4,023-81.4% | $4,779-84.3% |
| Participant deferral / active EE | $8,342 | $4,006+108.2% | $3,345+149.4% | $5,609+48.7% |
| Admin fee / account holder | $24,977 | $6,514+283.5% | $5,020+397.5% | $10,829+130.7% |