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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 | $168,765 | $85,790+96.7% | $67,313+150.7% | $135,380+24.7% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | 7.21% | -0.54%+7.8pp | -4.08%+11.3pp | 519.81%-512.6pp |
| Employer contribution / active EE | $1,131 | $3,487-67.6% | $2,566-55.9% | $4,779-76.3% |
| Participant deferral / active EE | $12,300 | $4,651+164.5% | $3,568+244.7% | $5,609+119.3% |
| Admin fee / account holder | $1,645 | $6,392-74.3% | $4,507-63.5% | $10,828-84.8% |