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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 | $108,968 | $107,809+1.1% | $90,657+20.2% | $135,379-19.5% |
| Participation rate | 100.0% | 78.0%+22.0pp | 74.0%+26.0pp | 82.6%+17.4pp |
| Annual return | 2.78% | -0.90%+3.7pp | 1.89%+0.9pp | 519.79%-517.0pp |
| Employer contribution / active EE | $2,513 | $3,018-16.7% | $2,532-0.8% | $4,779-47.4% |
| Participant deferral / active EE | $3,570 | $3,872-7.8% | $3,424+4.3% | $5,609-36.4% |
| Admin fee / account holder | $60,493 | $5,931+920.0% | $4,994+1111.2% | $10,828+458.7% |