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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 | $77,267 | $83,485-7.4% | $125,195-38.3% | $72,976+5.9% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.5%+30.5pp |
| Annual return | 0.00% | 25.77%-25.8pp | 43.79%-43.8pp | 81.02%-81.0pp |
| Employer contribution / active EE | $1,278 | $2,346-45.5% | $3,866-66.9% | $2,440-47.6% |
| Participant deferral / active EE | $7,617 | $3,586+112.4% | $4,937+54.3% | $3,608+111.1% |
| Admin fee / account holder | $2,752 | $5,518-50.1% | $9,704-71.6% | $5,124-46.3% |