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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 | $91,577 | $92,219-0.7% | $76,767+19.3% | $135,380-32.4% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | 0.12% | 5.46%-5.3pp | 2.43%-2.3pp | 519.81%-519.7pp |
| Employer contribution / active EE | $2,891 | $3,216-10.1% | $2,485+16.3% | $4,779-39.5% |
| Participant deferral / active EE | $3,725 | $4,508-17.4% | $3,852-3.3% | $5,609-33.6% |
| Admin fee / account holder | $43,333 | $10,749+303.1% | $6,675+549.1% | $10,828+300.2% |