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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 | $104,230 | $81,258+28.3% | $105,218-0.9% | $59,632+74.8% |
| Participation rate | 98.9% | 75.4%+23.4pp | 77.2%+21.6pp | 68.7%+30.2pp |
| Annual return | 8.70% | 1.96%+6.7pp | 5.33%+3.4pp | 2041.32%-2032.6pp |
| Employer contribution / active EE | $2,103 | $2,562-17.9% | $3,255-35.4% | $2,203-4.5% |
| Participant deferral / active EE | $0 | $3,881-100.0% | $4,867-100.0% | $3,192-100.0% |
| Admin fee / account holder | $1,338 | $5,841-77.1% | $6,992-80.9% | $4,297-68.9% |