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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 | $29,425 | $127,387-76.9% | $115,038-74.4% | $125,389-76.5% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | 0.51% | 31.28%-30.8pp | 26.14%-25.6pp | 282.24%-281.7pp |
| Employer contribution / active EE | $1,523 | $5,166-70.5% | $4,608-67.0% | $4,866-68.7% |
| Participant deferral / active EE | $3,745 | $6,423-41.7% | $6,026-37.8% | $5,352-30.0% |
| Admin fee / account holder | $4,537 | $9,516-52.3% | $8,175-44.5% | $9,541-52.4% |