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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 | $76,597 | $85,790-10.7% | $67,313+13.8% | $135,379-43.4% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | 1.56% | -0.54%+2.1pp | -4.08%+5.6pp | 519.79%-518.2pp |
| Employer contribution / active EE | $2,149 | $3,487-38.4% | $2,566-16.2% | $4,779-55.0% |
| Participant deferral / active EE | $5,641 | $4,651+21.3% | $3,568+58.1% | $5,609+0.6% |
| Admin fee / account holder | $14,543 | $6,392+127.5% | $4,507+222.7% | $10,828+34.3% |