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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 | $113,630 | $83,908+35.4% | $68,509+65.9% | $125,389-9.4% |
| Participation rate | 100.0% | 78.2%+21.8pp | 74.7%+25.3pp | 83.2%+16.8pp |
| Annual return | 3.00% | 14.48%-11.5pp | 8.27%-5.3pp | 282.24%-279.2pp |
| Employer contribution / active EE | $889 | $3,031-70.7% | $2,278-61.0% | $4,866-81.7% |
| Participant deferral / active EE | $2,259 | $4,125-45.2% | $3,382-33.2% | $5,352-57.8% |
| Admin fee / account holder | $1,847 | $8,982-79.4% | $5,275-65.0% | $9,541-80.6% |