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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 | $43,104 | $158,852-72.9% | $121,220-64.4% | $135,380-68.2% |
| Participation rate | 100.0% | 79.3%+20.7pp | 71.8%+28.2pp | 82.6%+17.4pp |
| Annual return | 6.45% | -0.64%+7.1pp | 16.94%-10.5pp | 519.81%-513.4pp |
| Employer contribution / active EE | $2,263 | $5,666-60.1% | $4,023-43.7% | $4,779-52.6% |
| Participant deferral / active EE | $2,257 | $4,006-43.6% | $3,345-32.5% | $5,609-59.8% |
| Admin fee / account holder | $307 | $6,515-95.3% | $5,021-93.9% | $10,828-97.2% |