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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 | $66,156 | $65,704+0.7% | $94,229-29.8% | $59,633+10.9% |
| Participation rate | 100.0% | 72.1%+27.9pp | 78.8%+21.2pp | 68.7%+31.3pp |
| Annual return | 0.91% | 5.22%-4.3pp | 10.68%-9.8pp | 2041.45%-2040.5pp |
| Employer contribution / active EE | $5,228 | $2,021+158.7% | $3,587+45.8% | $2,203+137.4% |
| Participant deferral / active EE | $5,774 | $3,143+83.7% | $4,320+33.6% | $3,192+80.9% |
| Admin fee / account holder | $1,734 | $4,265-59.3% | $6,269-72.3% | $4,297-59.6% |