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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 | $111,565 | $72,404+54.1% | $110,243+1.2% | $64,173+73.9% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | 7.45% | -6.29%+13.7pp | 314.76%-307.3pp | 7.63%-0.2pp |
| Employer contribution / active EE | $1,690 | $2,282-25.9% | $3,827-55.8% | $2,381-29.0% |
| Participant deferral / active EE | $3,290 | $3,469-5.2% | $4,672-29.6% | $3,470-5.2% |
| Admin fee / account holder | $831 | $5,664-85.3% | $8,548-90.3% | $4,887-83.0% |