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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 | $73,903 | $107,809-31.5% | $90,657-18.5% | $135,380-45.4% |
| Participation rate | 100.0% | 78.0%+22.0pp | 74.0%+26.0pp | 82.6%+17.4pp |
| Annual return | 11.41% | -0.90%+12.3pp | 1.89%+9.5pp | 519.81%-508.4pp |
| Employer contribution / active EE | $2,500 | $3,018-17.2% | $2,532-1.3% | $4,779-47.7% |
| Participant deferral / active EE | $764 | $3,872-80.3% | $3,424-77.7% | $5,609-86.4% |
| Admin fee / account holder | $20,602 | $5,931+247.4% | $4,994+312.5% | $10,828+90.3% |