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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 | $24,245 | $83,908-71.1% | $68,509-64.6% | $125,389-80.7% |
| Participation rate | 100.0% | 78.2%+21.8pp | 74.7%+25.3pp | 83.2%+16.8pp |
| Annual return | 1.01% | 14.48%-13.5pp | 8.27%-7.3pp | 282.24%-281.2pp |
| Employer contribution / active EE | $3,045 | $3,031+0.5% | $2,278+33.7% | $4,866-37.4% |
| Participant deferral / active EE | $6,288 | $4,125+52.4% | $3,382+85.9% | $5,352+17.5% |
| Admin fee / account holder | $13,320 | $8,982+48.3% | $5,275+152.5% | $9,541+39.6% |