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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 | $14,987 | $64,311-76.7% | $57,356-73.9% | $125,389-88.0% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 83.2%+16.8pp |
| Annual return | 0.47% | 25.14%-24.7pp | 24.41%-23.9pp | 282.24%-281.8pp |
| Employer contribution / active EE | $2,235 | $3,193-30.0% | $2,689-16.9% | $4,866-54.1% |
| Participant deferral / active EE | $6,613 | $3,846+71.9% | $3,162+109.2% | $5,352+23.6% |
| Admin fee / account holder | $16,702 | $5,243+218.5% | $3,357+397.5% | $9,541+75.1% |