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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 | $106,834 | $104,709+2.0% | $85,705+24.7% | $167,553-36.2% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.9%+30.1pp | 82.1%+17.9pp |
| Annual return | 9.23% | 21.45%-12.2pp | 21.49%-12.3pp | 478.89%-469.7pp |
| Employer contribution / active EE | $3,476 | $3,338+4.1% | $2,619+32.7% | $4,840-28.2% |
| Participant deferral / active EE | $3,855 | $4,827-20.1% | $3,924-1.8% | $6,343-39.2% |
| Admin fee / account holder | $27,179 | $10,036+170.8% | $6,877+295.2% | $12,316+120.7% |