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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 | $85,508 | $167,362-48.9% | $143,799-40.5% | $134,532-36.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | 0.99% | 0.47%+0.5pp | -0.04%+1.0pp | 418.27%-417.3pp |
| Employer contribution / active EE | $5,929 | $5,620+5.5% | $4,952+19.7% | $4,741+25.1% |
| Participant deferral / active EE | $0 | $6,447-100.0% | $5,638-100.0% | $6,401-100.0% |
| Admin fee / account holder | $15,736 | $18,094-13.0% | $14,677+7.2% | $11,429+37.7% |