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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 | $106,854 | $167,352-36.2% | $143,788-25.7% | $134,509-20.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | 1.66% | 0.47%+1.2pp | -0.03%+1.7pp | 418.13%-416.5pp |
| Employer contribution / active EE | $5,968 | $5,620+6.2% | $4,952+20.5% | $4,741+25.9% |
| Participant deferral / active EE | $7,243 | $6,447+12.3% | $5,638+28.5% | $6,400+13.2% |
| Admin fee / account holder | $33,189 | $18,091+83.5% | $14,675+126.2% | $11,427+190.5% |