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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 | $43,035 | $87,544-50.8% | $75,784-43.2% | $125,388-65.7% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.8%+24.2pp | 83.2%+16.8pp |
| Annual return | 0.21% | 13.49%-13.3pp | 9.68%-9.5pp | 282.24%-282.0pp |
| Employer contribution / active EE | $12,303 | $3,930+213.1% | $3,323+270.2% | $4,866+152.8% |
| Participant deferral / active EE | $8,125 | $4,229+92.1% | $3,652+122.5% | $5,352+51.8% |
| Admin fee / account holder | $9,701 | $6,502+49.2% | $5,300+83.0% | $9,541+1.7% |