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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 | $104,014 | $95,917+8.4% | $79,583+30.7% | $134,545-22.7% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | 1.61% | -2.70%+4.3pp | 0.16%+1.5pp | 418.37%-416.8pp |
| Employer contribution / active EE | $1,052 | $3,129-66.4% | $2,414-56.4% | $4,742-77.8% |
| Participant deferral / active EE | $13,500 | $4,694+187.6% | $3,986+238.7% | $6,401+110.9% |
| Admin fee / account holder | $4,258 | $9,132-53.4% | $6,835-37.7% | $11,431-62.8% |