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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 | $97,993 | $86,701+13.0% | $73,309+33.7% | $125,389-21.8% |
| Participation rate | 100.0% | 78.6%+21.4pp | 74.9%+25.1pp | 83.2%+16.8pp |
| Annual return | 1.96% | 2.78%-0.8pp | 5.67%-3.7pp | 282.24%-280.3pp |
| Employer contribution / active EE | $6,271 | $4,152+51.0% | $3,237+93.7% | $4,866+28.9% |
| Participant deferral / active EE | $12,560 | $5,549+126.3% | $4,991+151.6% | $5,352+134.7% |
| Admin fee / account holder | $18,944 | $7,768+143.9% | $5,635+236.2% | $9,541+98.6% |