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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 | $106,362 | $99,994+6.4% | $146,643-27.5% | $85,847+23.9% |
| Participation rate | 100.0% | 73.1%+26.9pp | 80.1%+19.9pp | 69.3%+30.7pp |
| Annual return | 12.13% | 18.93%-6.8pp | 22.75%-10.6pp | 318.61%-306.5pp |
| Employer contribution / active EE | $2,631 | $2,559+2.8% | $4,137-36.4% | $2,565+2.6% |
| Participant deferral / active EE | $5,161 | $4,006+28.8% | $5,506-6.3% | $3,952+30.6% |
| Admin fee / account holder | $898 | $7,703-88.3% | $10,280-91.3% | $6,261-85.7% |