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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 | $80,380 | $97,881-17.9% | $80,004+0.5% | $125,389-35.9% |
| Participation rate | 100.0% | 77.9%+22.1pp | 73.0%+27.0pp | 83.2%+16.8pp |
| Annual return | -0.00% | 9.36%-9.4pp | 7.63%-7.6pp | 282.24%-282.2pp |
| Employer contribution / active EE | $5,216 | $3,128+66.8% | $2,473+110.9% | $4,866+7.2% |
| Participant deferral / active EE | $4,362 | $3,744+16.5% | $3,204+36.1% | $5,352-18.5% |
| Admin fee / account holder | $384 | $6,278-93.9% | $5,033-92.4% | $9,541-96.0% |