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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 | $104,459 | $86,701+20.5% | $73,309+42.5% | $125,388-16.7% |
| Participation rate | 100.0% | 78.6%+21.4pp | 74.9%+25.1pp | 83.2%+16.8pp |
| Annual return | 1.21% | 2.78%-1.6pp | 5.67%-4.5pp | 282.24%-281.0pp |
| Employer contribution / active EE | $4,315 | $4,152+3.9% | $3,237+33.3% | $4,866-11.3% |
| Participant deferral / active EE | $2,350 | $5,549-57.7% | $4,991-52.9% | $5,352-56.1% |
| Admin fee / account holder | $1,586 | $7,768-79.6% | $5,635-71.9% | $9,541-83.4% |