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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 | $75,036 | $167,415-55.2% | $140,514-46.6% | $198,609-62.2% |
| Participation rate | 100.0% | 80.9%+19.1pp | 77.8%+22.2pp | 82.4%+17.6pp |
| Annual return | 5.70% | 13.85%-8.2pp | 14.36%-8.7pp | 202.70%-197.0pp |
| Employer contribution / active EE | $2,122 | $4,088-48.1% | $3,378-37.2% | $5,055-58.0% |
| Participant deferral / active EE | $7,549 | $5,579+35.3% | $4,919+53.5% | $6,977+8.2% |
| Admin fee / account holder | $44,446 | $16,730+165.7% | $13,697+224.5% | $19,030+133.6% |