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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 | $101,314 | $91,037+11.3% | $71,671+41.4% | $147,586-31.4% |
| Participation rate | 86.7% | 76.1%+10.5pp | 68.7%+17.9pp | 82.8%+3.8pp |
| Annual return | 0.00% | 20.48%-20.5pp | 20.65%-20.6pp | 578.59%-578.6pp |
| Employer contribution / active EE | $3,027 | $3,327-9.0% | $2,460+23.1% | $4,876-37.9% |
| Participant deferral / active EE | $5,927 | $4,498+31.8% | $3,438+72.4% | $5,439+9.0% |
| Admin fee / account holder | $979 | $8,613-88.6% | $5,558-82.4% | $10,886-91.0% |