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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 | $102,655 | $72,177+42.2% | $115,038-10.8% | $59,633+72.1% |
| Participation rate | 100.0% | 72.6%+27.4pp | 81.4%+18.6pp | 68.7%+31.3pp |
| Annual return | 0.46% | 12.02%-11.6pp | 26.14%-25.7pp | 2041.45%-2041.0pp |
| Employer contribution / active EE | $2,026 | $2,841-28.7% | $4,608-56.0% | $2,203-8.0% |
| Participant deferral / active EE | $4,917 | $4,783+2.8% | $6,026-18.4% | $3,192+54.1% |
| Admin fee / account holder | $7,857 | $4,927+59.5% | $8,175-3.9% | $4,297+82.8% |