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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 | $51,021 | $64,311-20.7% | $57,357-11.0% | $125,389-59.3% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 83.2%+16.8pp |
| Annual return | 0.90% | 25.14%-24.2pp | 24.41%-23.5pp | 282.24%-281.3pp |
| Employer contribution / active EE | $1,586 | $3,193-50.3% | $2,689-41.0% | $4,866-67.4% |
| Participant deferral / active EE | $1,586 | $3,846-58.8% | $3,162-49.9% | $5,352-70.4% |
| Admin fee / account holder | $1,878 | $5,243-64.2% | $3,357-44.1% | $9,541-80.3% |