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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 | $71,376 | $85,790-16.8% | $67,313+6.0% | $135,379-47.3% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | 4.01% | -0.54%+4.6pp | -4.08%+8.1pp | 519.79%-515.8pp |
| Employer contribution / active EE | $2,637 | $3,487-24.4% | $2,566+2.8% | $4,779-44.8% |
| Participant deferral / active EE | $1,383 | $4,651-70.3% | $3,568-61.2% | $5,609-75.3% |
| Admin fee / account holder | $1,700 | $6,392-73.4% | $4,507-62.3% | $10,828-84.3% |