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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 | $90,743 | $75,959+19.5% | $154,114-41.1% | $64,181+41.4% |
| Participation rate | 98.5% | 70.4%+28.1pp | 83.0%+15.5pp | 69.6%+28.9pp |
| Annual return | 1.96% | 30.32%-28.4pp | 735.16%-733.2pp | 7.63%-5.7pp |
| Employer contribution / active EE | $1,010 | $3,350-69.8% | $5,298-80.9% | $2,381-57.6% |
| Participant deferral / active EE | $6,908 | $3,175+117.6% | $5,081+36.0% | $3,470+99.1% |
| Admin fee / account holder | $5,075 | $5,589-9.2% | $13,411-62.2% | $4,887+3.8% |