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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 | $72,781 | $97,881-25.6% | $80,004-9.0% | $125,389-42.0% |
| Participation rate | 100.0% | 77.9%+22.1pp | 73.0%+27.0pp | 83.2%+16.8pp |
| Annual return | 1.03% | 9.36%-8.3pp | 7.63%-6.6pp | 282.24%-281.2pp |
| Employer contribution / active EE | $2,305 | $3,128-26.3% | $2,473-6.8% | $4,866-52.6% |
| Participant deferral / active EE | $18,157 | $3,744+384.9% | $3,204+466.8% | $5,352+239.3% |
| Admin fee / account holder | $366 | $6,278-94.2% | $5,033-92.7% | $9,541-96.2% |