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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 | $71,944 | $84,518-14.9% | $67,704+6.3% | $125,389-42.6% |
| Participation rate | 100.0% | 74.8%+25.2pp | 67.5%+32.5pp | 83.2%+16.8pp |
| Annual return | 0.54% | 2.57%-2.0pp | 25.41%-24.9pp | 282.24%-281.7pp |
| Employer contribution / active EE | $9,231 | $3,292+180.4% | $2,559+260.7% | $4,866+89.7% |
| Participant deferral / active EE | $1,835 | $4,430-58.6% | $3,585-48.8% | $5,352-65.7% |
| Admin fee / account holder | $583 | $5,340-89.1% | $4,255-86.3% | $9,541-93.9% |