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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 | $59,633 | $99,032-39.8% | $80,022-25.5% | $135,382-56.0% |
| Participation rate | 100.0% | 78.4%+21.6pp | 75.8%+24.2pp | 82.6%+17.4pp |
| Annual return | 2.70% | 15.39%-12.7pp | 11.22%-8.5pp | 519.77%-517.1pp |
| Employer contribution / active EE | $6,675 | $3,043+119.3% | $2,468+170.5% | $4,779+39.7% |
| Participant deferral / active EE | $17,803 | $4,282+315.8% | $3,686+383.0% | $5,609+217.4% |
| Admin fee / account holder | $6,017 | $10,436-42.3% | $6,521-7.7% | $10,829-44.4% |