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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 | $107,914 | $87,546+23.3% | $75,784+42.4% | $125,389-13.9% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.8%+24.2pp | 83.2%+16.8pp |
| Annual return | 0.30% | 13.49%-13.2pp | 9.68%-9.4pp | 282.24%-281.9pp |
| Employer contribution / active EE | $638 | $3,930-83.8% | $3,323-80.8% | $4,866-86.9% |
| Participant deferral / active EE | $3,105 | $4,230-26.6% | $3,652-15.0% | $5,352-42.0% |
| Admin fee / account holder | $50,578 | $6,503+677.8% | $5,300+854.3% | $9,541+430.1% |