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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 | $107,067 | $113,941-6.0% | $94,229+13.6% | $125,389-14.6% |
| Participation rate | 100.0% | 82.9%+17.1pp | 78.8%+21.2pp | 83.2%+16.8pp |
| Annual return | 0.12% | 5.29%-5.2pp | 10.68%-10.6pp | 282.24%-282.1pp |
| Employer contribution / active EE | $9,607 | $4,727+103.2% | $3,587+167.9% | $4,866+97.4% |
| Participant deferral / active EE | $5,936 | $5,179+14.6% | $4,320+37.4% | $5,352+10.9% |
| Admin fee / account holder | $72,688 | $8,392+766.2% | $6,269+1059.4% | $9,541+661.9% |