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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 | $100,009 | $99,345+0.7% | $84,753+18.0% | $273,972-63.5% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 0.00% | 22.93%-22.9pp | 22.78%-22.8pp | 41.46%-41.5pp |
| Employer contribution / active EE | $3,471 | $4,214-17.6% | $3,574-2.9% | $4,869-28.7% |
| Participant deferral / active EE | $10,787 | $4,270+152.6% | $3,712+190.6% | $5,287+104.0% |
| Admin fee / account holder | $4,579 | $6,645-31.1% | $5,333-14.1% | $10,133-54.8% |