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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 | $100,522 | $92,219+9.0% | $76,766+30.9% | $135,382-25.7% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | 1.92% | 5.46%-3.5pp | 2.43%-0.5pp | 519.77%-517.8pp |
| Employer contribution / active EE | $7,996 | $3,216+148.6% | $2,485+221.8% | $4,779+67.3% |
| Participant deferral / active EE | $8,167 | $4,508+81.1% | $3,851+112.0% | $5,609+45.6% |
| Admin fee / account holder | $813 | $10,749-92.4% | $6,675-87.8% | $10,829-92.5% |