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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 | $96,200 | $63,924+50.5% | $108,582-11.4% | $55,167+74.4% |
| Participation rate | 100.0% | 74.3%+25.7pp | 79.6%+20.4pp | 69.0%+31.0pp |
| Annual return | 8.19% | 15.31%-7.1pp | -51.70%+59.9pp | 169.23%-161.0pp |
| Employer contribution / active EE | $4,117 | $1,879+119.1% | $3,758+9.6% | $1,963+109.8% |
| Participant deferral / active EE | $6,299 | $3,067+105.4% | $4,311+46.1% | $3,054+106.3% |
| Admin fee / account holder | $1,348 | $618+118.2% | $7,645-82.4% | $504+167.5% |