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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 | $79,397 | $40,264+97.2% | $57,349+38.4% | $59,633+33.1% |
| Participation rate | 100.0% | 69.2%+30.8pp | 75.1%+24.9pp | 68.7%+31.3pp |
| Annual return | -0.18% | 27.51%-27.7pp | 24.40%-24.6pp | 2041.40%-2041.6pp |
| Employer contribution / active EE | $1,973 | $1,922+2.6% | $2,689-26.6% | $2,203-10.4% |
| Participant deferral / active EE | $5,040 | $2,400+110.0% | $3,162+59.4% | $3,192+57.9% |
| Admin fee / account holder | $13,683 | $2,819+385.3% | $3,356+307.7% | $4,297+218.4% |