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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 | $106,511 | $132,310-19.5% | $105,754+0.7% | $273,972-61.1% |
| Participation rate | 100.0% | 83.2%+16.8pp | 78.9%+21.1pp | 83.0%+17.0pp |
| Annual return | 0.00% | 10.08%-10.1pp | 12.25%-12.3pp | 41.46%-41.5pp |
| Employer contribution / active EE | $3,478 | $4,867-28.5% | $4,079-14.7% | $4,869-28.6% |
| Participant deferral / active EE | $9,302 | $6,233+49.2% | $5,326+74.7% | $5,287+75.9% |
| Admin fee / account holder | $1,672 | $12,036-86.1% | $8,309-79.9% | $10,133-83.5% |