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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 | $72,181 | $84,518-14.6% | $67,704+6.6% | $125,389-42.4% |
| Participation rate | 100.0% | 74.8%+25.2pp | 67.5%+32.5pp | 83.2%+16.8pp |
| Annual return | 1.53% | 2.57%-1.0pp | 25.41%-23.9pp | 282.24%-280.7pp |
| Employer contribution / active EE | $10,794 | $3,292+227.9% | $2,559+321.7% | $4,866+121.8% |
| Participant deferral / active EE | $7,246 | $4,430+63.6% | $3,585+102.1% | $5,352+35.4% |
| Admin fee / account holder | $25,188 | $5,340+371.6% | $4,255+492.0% | $9,541+164.0% |