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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 | $83,130 | $140,578-40.9% | $100,671-17.4% | $125,389-33.7% |
| Participation rate | 100.0% | 80.4%+19.6pp | 70.7%+29.3pp | 83.2%+16.8pp |
| Annual return | 0.95% | 24.67%-23.7pp | 20.43%-19.5pp | 282.24%-281.3pp |
| Employer contribution / active EE | $2,860 | $5,965-52.1% | $4,012-28.7% | $4,866-41.2% |
| Participant deferral / active EE | $2,860 | $3,981-28.2% | $3,144-9.0% | $5,352-46.6% |
| Admin fee / account holder | $729 | $6,716-89.1% | $4,850-85.0% | $9,541-92.4% |