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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 | $99,863 | $39,162+155.0% | $100,671-0.8% | $59,633+67.5% |
| Participation rate | 100.0% | 55.9%+44.1pp | 70.7%+29.3pp | 68.7%+31.3pp |
| Annual return | 0.31% | 21.07%-20.8pp | 20.43%-20.1pp | 2041.45%-2041.1pp |
| Employer contribution / active EE | $2,353 | $1,151+104.5% | $4,012-41.3% | $2,203+6.8% |
| Participant deferral / active EE | $5,013 | $1,992+151.7% | $3,144+59.5% | $3,192+57.1% |
| Admin fee / account holder | $6,555 | $2,969+120.7% | $4,850+35.2% | $4,297+52.5% |