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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 | $32,188 | $168,635-80.9% | $147,617-78.2% | $125,389-74.3% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | 1.06% | 77.65%-76.6pp | 61.98%-60.9pp | 282.24%-281.2pp |
| Employer contribution / active EE | $3,186 | $6,252-49.0% | $5,564-42.7% | $4,866-34.5% |
| Participant deferral / active EE | $2,694 | $5,507-51.1% | $4,895-45.0% | $5,352-49.7% |
| Admin fee / account holder | $5,041 | $13,580-62.9% | $11,612-56.6% | $9,541-47.2% |