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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 | $103,677 | $97,881+5.9% | $80,004+29.6% | $125,389-17.3% |
| Participation rate | 100.0% | 77.9%+22.1pp | 73.0%+27.0pp | 83.2%+16.8pp |
| Annual return | -0.61% | 9.36%-10.0pp | 7.63%-8.2pp | 282.24%-282.8pp |
| Employer contribution / active EE | $4,617 | $3,128+47.6% | $2,473+86.7% | $4,866-5.1% |
| Participant deferral / active EE | $3,952 | $3,744+5.6% | $3,204+23.4% | $5,352-26.1% |
| Admin fee / account holder | $3,688 | $6,278-41.3% | $5,033-26.7% | $9,541-61.3% |