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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 | $104,168 | $112,300-7.2% | $90,223+15.5% | $125,389-16.9% |
| Participation rate | 100.0% | 82.9%+17.1pp | 79.0%+21.0pp | 83.2%+16.8pp |
| Annual return | 0.29% | -0.57%+0.9pp | 1.31%-1.0pp | 282.24%-282.0pp |
| Employer contribution / active EE | $15,494 | $5,181+199.0% | $4,378+253.9% | $4,866+218.4% |
| Participant deferral / active EE | $15,551 | $6,733+131.0% | $5,792+168.5% | $5,352+190.6% |
| Admin fee / account holder | $7,625 | $10,990-30.6% | $7,406+3.0% | $9,541-20.1% |