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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 | $208,520 | $167,362+24.6% | $143,799+45.0% | $134,532+55.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | 0.26% | 0.47%-0.2pp | -0.04%+0.3pp | 418.27%-418.0pp |
| Employer contribution / active EE | $5,557 | $5,620-1.1% | $4,952+12.2% | $4,741+17.2% |
| Participant deferral / active EE | $5,125 | $6,447-20.5% | $5,638-9.1% | $6,401-19.9% |
| Admin fee / account holder | $901 | $18,094-95.0% | $14,677-93.9% | $11,429-92.1% |