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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 | $58,973 | $65,704-10.2% | $94,229-37.4% | $59,633-1.1% |
| Participation rate | 83.3% | 72.1%+11.2pp | 78.8%+4.6pp | 68.7%+14.7pp |
| Annual return | 0.71% | 5.22%-4.5pp | 10.68%-10.0pp | 2041.45%-2040.7pp |
| Employer contribution / active EE | $7,976 | $2,021+294.7% | $3,587+122.4% | $2,203+262.1% |
| Participant deferral / active EE | $2,167 | $3,143-31.1% | $4,320-49.8% | $3,192-32.1% |
| Admin fee / account holder | $26,106 | $4,265+512.2% | $6,269+316.4% | $4,297+507.6% |