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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 | $52,334 | $64,311-18.6% | $57,356-8.8% | $125,389-58.3% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 83.2%+16.8pp |
| Annual return | 0.36% | 25.14%-24.8pp | 24.41%-24.1pp | 282.24%-281.9pp |
| Employer contribution / active EE | $3,437 | $3,193+7.6% | $2,689+27.8% | $4,866-29.4% |
| Participant deferral / active EE | $5,961 | $3,846+55.0% | $3,162+88.5% | $5,352+11.4% |
| Admin fee / account holder | $419 | $5,243-92.0% | $3,357-87.5% | $9,541-95.6% |