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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 | $88,956 | $83,908+6.0% | $68,509+29.8% | $125,389-29.1% |
| Participation rate | 100.0% | 78.2%+21.8pp | 74.7%+25.3pp | 83.2%+16.8pp |
| Annual return | 0.09% | 14.48%-14.4pp | 8.27%-8.2pp | 282.24%-282.1pp |
| Employer contribution / active EE | $2,061 | $3,031-32.0% | $2,278-9.5% | $4,866-57.6% |
| Participant deferral / active EE | $4,324 | $4,125+4.8% | $3,382+27.9% | $5,352-19.2% |
| Admin fee / account holder | $1,612 | $8,982-82.1% | $5,275-69.4% | $9,541-83.1% |