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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 | $61,588 | $135,956-54.7% | $123,894-50.3% | $273,972-77.5% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 3.93% | 56.63%-52.7pp | 47.52%-43.6pp | 41.46%-37.5pp |
| Employer contribution / active EE | $2,727 | $5,170-47.3% | $4,617-40.9% | $4,869-44.0% |
| Participant deferral / active EE | $2,716 | $6,343-57.2% | $5,984-54.6% | $5,287-48.6% |
| Admin fee / account holder | $116,725 | $9,817+1089.0% | $8,357+1296.7% | $10,133+1052.0% |