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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 | $79,056 | $82,032-3.6% | $123,106-35.8% | $59,633+32.6% |
| Participation rate | 100.0% | 83.2%+16.8pp | 86.8%+13.2pp | 68.7%+31.3pp |
| Annual return | 0.11% | 5.12%-5.0pp | 13.22%-13.1pp | 2041.40%-2041.3pp |
| Employer contribution / active EE | $2,747 | $3,297-16.7% | $5,151-46.7% | $2,203+24.7% |
| Participant deferral / active EE | $4,256 | $4,667-8.8% | $6,229-31.7% | $3,192+33.3% |
| Admin fee / account holder | $7,425 | $5,881+26.3% | $9,015-17.6% | $4,297+72.8% |