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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 | $98,629 | $86,701+13.8% | $73,309+34.5% | $125,389-21.3% |
| Participation rate | 100.0% | 78.6%+21.4pp | 74.9%+25.1pp | 83.2%+16.8pp |
| Annual return | 1.22% | 2.78%-1.6pp | 5.67%-4.5pp | 282.24%-281.0pp |
| Employer contribution / active EE | $1,405 | $4,152-66.2% | $3,237-56.6% | $4,866-71.1% |
| Participant deferral / active EE | $9,687 | $5,549+74.6% | $4,991+94.1% | $5,352+81.0% |
| Admin fee / account holder | $6,089 | $7,768-21.6% | $5,635+8.1% | $9,541-36.2% |