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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 | $59,203 | $85,790-31.0% | $67,313-12.0% | $135,380-56.3% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | 9.59% | -0.54%+10.1pp | -4.08%+13.7pp | 519.81%-510.2pp |
| Employer contribution / active EE | $1,537 | $3,487-55.9% | $2,566-40.1% | $4,779-67.8% |
| Participant deferral / active EE | $3,389 | $4,651-27.1% | $3,568-5.0% | $5,609-39.6% |
| Admin fee / account holder | $1,580 | $6,392-75.3% | $4,507-64.9% | $10,828-85.4% |