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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 | $104,918 | $69,541+50.9% | $59,899+75.2% | $135,380-22.5% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | 0.81% | 7.95%-7.1pp | 3.46%-2.7pp | 519.81%-519.0pp |
| Employer contribution / active EE | $1,812 | $3,236-44.0% | $2,723-33.5% | $4,779-62.1% |
| Participant deferral / active EE | $6,817 | $4,206+62.1% | $3,402+100.4% | $5,609+21.5% |
| Admin fee / account holder | $593 | $5,737-89.7% | $3,592-83.5% | $10,828-94.5% |