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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 | $107,392 | $113,941-5.7% | $94,228+14.0% | $125,388-14.4% |
| Participation rate | 95.7% | 82.9%+12.8pp | 78.8%+16.9pp | 83.2%+12.5pp |
| Annual return | 0.06% | 5.29%-5.2pp | 10.68%-10.6pp | 282.24%-282.2pp |
| Employer contribution / active EE | $5,650 | $4,727+19.5% | $3,587+57.5% | $4,866+16.1% |
| Participant deferral / active EE | $3,170 | $5,179-38.8% | $4,320-26.6% | $5,352-40.8% |
| Admin fee / account holder | $1,096 | $8,392-86.9% | $6,269-82.5% | $9,541-88.5% |