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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 | $81,855 | $81,664+0.2% | $70,476+16.1% | $158,966-48.5% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 8.24% | 208.59%-200.3pp | 109.12%-100.9pp | 302.95%-294.7pp |
| Employer contribution / active EE | $1,671 | $3,219-48.1% | $2,738-39.0% | $4,762-64.9% |
| Participant deferral / active EE | $2,100 | $4,556-53.9% | $3,710-43.4% | $5,983-64.9% |
| Admin fee / account holder | $3,423 | $6,197-44.8% | $3,847-11.0% | $11,250-69.6% |