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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 | $115,367 | $167,353-31.1% | $143,797-19.8% | $134,545-14.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | 2.19% | 0.48%+1.7pp | -0.04%+2.2pp | 418.37%-416.2pp |
| Employer contribution / active EE | $6,549 | $5,620+16.5% | $4,952+32.2% | $4,742+38.1% |
| Participant deferral / active EE | $10,258 | $6,447+59.1% | $5,638+81.9% | $6,401+60.3% |
| Admin fee / account holder | $4,915 | $18,096-72.8% | $14,679-66.5% | $11,431-57.0% |