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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 | $92,184 | $91,198+1.1% | $178,503-48.4% | $79,856+15.4% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 12.20% | 24.20%-12.0pp | 151.12%-138.9pp | 31.71%-19.5pp |
| Employer contribution / active EE | $4,328 | $3,257+32.9% | $5,011-13.6% | $2,471+75.1% |
| Participant deferral / active EE | $1,729 | $3,237-46.6% | $5,202-66.8% | $3,741-53.8% |
| Admin fee / account holder | $5,231 | $6,748-22.5% | $13,987-62.6% | $5,306-1.4% |