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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 | $51,702 | $86,701-40.4% | $73,309-29.5% | $125,388-58.8% |
| Participation rate | 100.0% | 78.6%+21.4pp | 74.9%+25.1pp | 83.2%+16.8pp |
| Annual return | 0.91% | 2.78%-1.9pp | 5.67%-4.8pp | 282.24%-281.3pp |
| Employer contribution / active EE | $851 | $4,152-79.5% | $3,237-73.7% | $4,866-82.5% |
| Participant deferral / active EE | $2,922 | $5,549-47.3% | $4,991-41.5% | $5,352-45.4% |
| Admin fee / account holder | $12,543 | $7,768+61.5% | $5,635+122.6% | $9,541+31.5% |