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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 | $66,690 | $136,860-51.3% | $120,344-44.6% | $154,746-56.9% |
| Participation rate | 100.0% | 79.9%+20.1pp | 76.7%+23.3pp | 80.7%+19.3pp |
| Annual return | 10.07% | 21.38%-11.3pp | 20.30%-10.2pp | 172.34%-162.3pp |
| Employer contribution / active EE | $1,399 | $3,533-60.4% | $3,020-53.7% | $4,379-68.0% |
| Participant deferral / active EE | $2,170 | $5,793-62.5% | $5,135-57.7% | $6,730-67.8% |
| Admin fee / account holder | $50,422 | $15,393+227.6% | $12,742+295.7% | $14,365+251.0% |