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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 | $76,441 | $97,020-21.2% | $83,322-8.3% | $135,379-43.5% |
| Participation rate | 100.0% | 80.4%+19.6pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | 0.98% | 12.31%-11.3pp | 10.64%-9.7pp | 519.79%-518.8pp |
| Employer contribution / active EE | $7,372 | $4,144+77.9% | $3,379+118.2% | $4,779+54.3% |
| Participant deferral / active EE | $7,344 | $5,964+23.1% | $5,565+32.0% | $5,609+30.9% |
| Admin fee / account holder | $418 | $8,426-95.0% | $7,540-94.5% | $10,828-96.1% |