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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 | $102,914 | $87,546+17.6% | $75,784+35.8% | $125,389-17.9% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.8%+24.2pp | 83.2%+16.8pp |
| Annual return | -1.59% | 13.49%-15.1pp | 9.68%-11.3pp | 282.24%-283.8pp |
| Employer contribution / active EE | $2,536 | $3,930-35.5% | $3,323-23.7% | $4,866-47.9% |
| Participant deferral / active EE | $4,802 | $4,230+13.5% | $3,652+31.5% | $5,352-10.3% |
| Admin fee / account holder | $1,840 | $6,503-71.7% | $5,300-65.3% | $9,541-80.7% |