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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 | $77,689 | $123,155-36.9% | $108,753-28.6% | $155,188-49.9% |
| Participation rate | 100.0% | 75.6%+24.4pp | 71.1%+28.9pp | 80.8%+19.2pp |
| Annual return | 8.76% | 44.73%-36.0pp | 37.47%-28.7pp | 148.84%-140.1pp |
| Employer contribution / active EE | $2,231 | $2,811-20.6% | $2,427-8.0% | $4,248-47.5% |
| Participant deferral / active EE | $6,227 | $4,623+34.7% | $4,115+51.3% | $6,531-4.7% |
| Admin fee / account holder | $187,022 | $12,126+1442.3% | $10,320+1712.3% | $14,480+1191.6% |