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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 | $77,943 | $87,542-11.0% | $75,782+2.9% | $125,393-37.8% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.8%+24.2pp | 83.2%+16.8pp |
| Annual return | 0.65% | 13.48%-12.8pp | 9.68%-9.0pp | 282.23%-281.6pp |
| Employer contribution / active EE | $9,851 | $3,930+150.7% | $3,323+196.4% | $4,866+102.4% |
| Participant deferral / active EE | $0 | $4,229-100.0% | $3,652-100.0% | $5,351-100.0% |
| Admin fee / account holder | $1,746 | $6,502-73.2% | $5,300-67.1% | $9,541-81.7% |