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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 | $125,389 | $107,809+16.3% | $90,657+38.3% | $135,380-7.4% |
| Participation rate | 100.0% | 78.0%+22.0pp | 74.0%+26.0pp | 82.6%+17.4pp |
| Annual return | 1.44% | -0.90%+2.3pp | 1.89%-0.4pp | 519.81%-518.4pp |
| Employer contribution / active EE | $5,687 | $3,018+88.5% | $2,532+124.6% | $4,779+19.0% |
| Participant deferral / active EE | $6,937 | $3,872+79.2% | $3,424+102.6% | $5,609+23.7% |
| Admin fee / account holder | $18,619 | $5,931+213.9% | $4,994+272.8% | $10,828+72.0% |