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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 | $48,838 | $140,592-65.3% | $123,105-60.3% | $125,389-61.1% |
| Participation rate | 100.0% | 88.2%+11.8pp | 86.8%+13.2pp | 83.2%+16.8pp |
| Annual return | 0.11% | 16.80%-16.7pp | 13.22%-13.1pp | 282.24%-282.1pp |
| Employer contribution / active EE | $9,487 | $6,041+57.0% | $5,151+84.2% | $4,866+95.0% |
| Participant deferral / active EE | $10,207 | $6,980+46.2% | $6,229+63.8% | $5,352+90.7% |
| Admin fee / account holder | $64,292 | $11,198+474.1% | $9,014+613.2% | $9,541+573.9% |