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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 | $89,609 | $79,523+12.7% | $140,019-36.0% | $56,287+59.2% |
| Participation rate | 100.0% | 85.7%+14.3pp | 87.5%+12.5pp | 69.9%+30.1pp |
| Annual return | 4.08% | 2.39%+1.7pp | 651.15%-647.1pp | -9.96%+14.0pp |
| Employer contribution / active EE | $2,065 | $3,350-38.4% | $5,605-63.2% | $2,111-2.2% |
| Participant deferral / active EE | $12,899 | $5,129+151.5% | $6,927+86.2% | $3,350+285.1% |
| Admin fee / account holder | $4,605 | $614+649.6% | $10,705-57.0% | $521+783.9% |