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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 | $49,525 | $64,307-23.0% | $57,347-13.6% | $125,393-60.5% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 83.2%+16.8pp |
| Annual return | 1.27% | 25.14%-23.9pp | 24.40%-23.1pp | 282.23%-281.0pp |
| Employer contribution / active EE | $3,727 | $3,193+16.7% | $2,689+38.6% | $4,866-23.4% |
| Participant deferral / active EE | $1,821 | $3,847-52.7% | $3,162-42.4% | $5,351-66.0% |
| Admin fee / account holder | $741 | $5,242-85.9% | $3,356-77.9% | $9,541-92.2% |