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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 | $67,797 | $84,518-19.8% | $67,704+0.1% | $125,389-45.9% |
| Participation rate | 100.0% | 74.8%+25.2pp | 67.5%+32.5pp | 83.2%+16.8pp |
| Annual return | 0.34% | 2.57%-2.2pp | 25.41%-25.1pp | 282.24%-281.9pp |
| Employer contribution / active EE | $1,845 | $3,292-44.0% | $2,559-27.9% | $4,866-62.1% |
| Participant deferral / active EE | $9,886 | $4,430+123.2% | $3,585+175.7% | $5,352+84.7% |
| Admin fee / account holder | $981 | $5,340-81.6% | $4,255-76.9% | $9,541-89.7% |