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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 | $119,769 | $167,353-28.4% | $143,797-16.7% | $134,545-11.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | 1.17% | 0.48%+0.7pp | -0.04%+1.2pp | 418.37%-417.2pp |
| Employer contribution / active EE | $7,069 | $5,620+25.8% | $4,952+42.7% | $4,742+49.1% |
| Participant deferral / active EE | $4,345 | $6,447-32.6% | $5,638-22.9% | $6,401-32.1% |
| Admin fee / account holder | $3,943 | $18,096-78.2% | $14,679-73.1% | $11,431-65.5% |