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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 | $113,290 | $85,790+32.1% | $67,313+68.3% | $135,380-16.3% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | 7.30% | -0.54%+7.8pp | -4.08%+11.4pp | 519.81%-512.5pp |
| Employer contribution / active EE | $4,191 | $3,487+20.2% | $2,566+63.4% | $4,779-12.3% |
| Participant deferral / active EE | $3,143 | $4,651-32.4% | $3,568-11.9% | $5,609-44.0% |
| Admin fee / account holder | $1,928 | $6,392-69.8% | $4,507-57.2% | $10,828-82.2% |