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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 | $72,771 | $71,057+2.4% | $93,654-22.3% | $80,874-10.0% |
| Participation rate | 100.0% | 60.4%+39.6pp | 68.7%+31.3pp | 67.6%+32.4pp |
| Annual return | 11.18% | 11.26%-0.1pp | 133.34%-122.2pp | 35.62%-24.4pp |
| Employer contribution / active EE | $1,006 | $1,564-35.6% | $2,421-58.4% | $2,756-63.5% |
| Participant deferral / active EE | $2,633 | $4,034-34.7% | $4,413-40.3% | $4,297-38.7% |
| Admin fee / account holder | $2,316 | $6,944-66.6% | $8,282-72.0% | $6,935-66.6% |