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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 | $156,679 | $86,701+80.7% | $73,309+113.7% | $125,388+25.0% |
| Participation rate | 100.0% | 78.6%+21.4pp | 74.9%+25.1pp | 83.2%+16.8pp |
| Annual return | 2.30% | 2.78%-0.5pp | 5.67%-3.4pp | 282.24%-279.9pp |
| Employer contribution / active EE | $5,426 | $4,152+30.7% | $3,237+67.6% | $4,866+11.5% |
| Participant deferral / active EE | $0 | $5,549-100.0% | $4,991-100.0% | $5,352-100.0% |
| Admin fee / account holder | $1,947 | $7,768-74.9% | $5,635-65.4% | $9,541-79.6% |