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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 | $109,333 | $64,311+70.0% | $57,356+90.6% | $125,389-12.8% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 83.2%+16.8pp |
| Annual return | 1.20% | 25.14%-23.9pp | 24.41%-23.2pp | 282.24%-281.0pp |
| Employer contribution / active EE | $5,751 | $3,193+80.1% | $2,689+113.9% | $4,866+18.2% |
| Participant deferral / active EE | $2,876 | $3,846-25.2% | $3,162-9.0% | $5,352-46.3% |
| Admin fee / account holder | $1,618 | $5,243-69.1% | $3,357-51.8% | $9,541-83.0% |