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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 | $69,282 | $64,311+7.7% | $57,356+20.8% | $125,389-44.7% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 83.2%+16.8pp |
| Annual return | 0.32% | 25.14%-24.8pp | 24.41%-24.1pp | 282.24%-281.9pp |
| Employer contribution / active EE | $1,793 | $3,193-43.9% | $2,689-33.3% | $4,866-63.2% |
| Participant deferral / active EE | $2,300 | $3,846-40.2% | $3,162-27.3% | $5,352-57.0% |
| Admin fee / account holder | $908 | $5,243-82.7% | $3,357-72.9% | $9,541-90.5% |