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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 | $91,923 | $87,546+5.0% | $75,784+21.3% | $125,389-26.7% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.8%+24.2pp | 83.2%+16.8pp |
| Annual return | 0.28% | 13.49%-13.2pp | 9.68%-9.4pp | 282.24%-282.0pp |
| Employer contribution / active EE | $860 | $3,930-78.1% | $3,323-74.1% | $4,866-82.3% |
| Participant deferral / active EE | $2,936 | $4,230-30.6% | $3,652-19.6% | $5,352-45.1% |
| Admin fee / account holder | $59,319 | $6,503+812.2% | $5,300+1019.3% | $9,541+521.7% |