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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 | $122,899 | $84,518+45.4% | $67,704+81.5% | $125,389-2.0% |
| Participation rate | 100.0% | 74.8%+25.2pp | 67.5%+32.5pp | 83.2%+16.8pp |
| Annual return | 1.31% | 2.57%-1.3pp | 25.41%-24.1pp | 282.24%-280.9pp |
| Employer contribution / active EE | $2,444 | $3,292-25.8% | $2,559-4.5% | $4,866-49.8% |
| Participant deferral / active EE | $5,380 | $4,430+21.4% | $3,585+50.1% | $5,352+0.5% |
| Admin fee / account holder | $13,302 | $5,340+149.1% | $4,255+212.6% | $9,541+39.4% |