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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 | $68,184 | $58,523+16.5% | $99,475-31.5% | $72,975-6.6% |
| Participation rate | 100.0% | 64.6%+35.4pp | 73.8%+26.2pp | 69.5%+30.5pp |
| Annual return | 0.00% | 28.51%-28.5pp | 30.72%-30.7pp | 81.01%-81.0pp |
| Employer contribution / active EE | $2,591 | $1,512+71.4% | $2,540+2.0% | $2,440+6.2% |
| Participant deferral / active EE | $6,103 | $2,606+134.2% | $3,619+68.7% | $3,608+69.2% |
| Admin fee / account holder | $540 | $4,102-86.8% | $6,252-91.4% | $5,124-89.5% |