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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 | $168,911 | $113,941+48.2% | $94,229+79.3% | $125,389+34.7% |
| Participation rate | 100.0% | 82.9%+17.1pp | 78.8%+21.2pp | 83.2%+16.8pp |
| Annual return | 0.64% | 5.29%-4.6pp | 10.68%-10.0pp | 282.24%-281.6pp |
| Employer contribution / active EE | $2,498 | $4,727-47.1% | $3,587-30.3% | $4,866-48.7% |
| Participant deferral / active EE | $5,248 | $5,179+1.3% | $4,320+21.5% | $5,352-1.9% |
| Admin fee / account holder | $11,690 | $8,392+39.3% | $6,269+86.5% | $9,541+22.5% |