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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 | $88,429 | $72,404+22.1% | $110,243-19.8% | $64,173+37.8% |
| Participation rate | 97.3% | 73.3%+24.0pp | 79.8%+17.5pp | 69.6%+27.7pp |
| Annual return | 1.16% | -6.29%+7.4pp | 314.76%-313.6pp | 7.63%-6.5pp |
| Employer contribution / active EE | $7,667 | $2,282+236.0% | $3,827+100.4% | $2,381+222.0% |
| Participant deferral / active EE | $4,332 | $3,469+24.9% | $4,672-7.3% | $3,470+24.9% |
| Admin fee / account holder | $625 | $5,664-89.0% | $8,548-92.7% | $4,887-87.2% |