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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 | $142,366 | $113,941+24.9% | $94,229+51.1% | $125,389+13.5% |
| Participation rate | 100.0% | 82.9%+17.1pp | 78.8%+21.2pp | 83.2%+16.8pp |
| Annual return | 0.29% | 5.29%-5.0pp | 10.68%-10.4pp | 282.24%-282.0pp |
| Employer contribution / active EE | $2,562 | $4,727-45.8% | $3,587-28.6% | $4,866-47.4% |
| Participant deferral / active EE | $9,766 | $5,179+88.6% | $4,320+126.0% | $5,352+82.5% |
| Admin fee / account holder | $2,665 | $8,392-68.2% | $6,269-57.5% | $9,541-72.1% |