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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 | $52,324 | $127,387-58.9% | $115,038-54.5% | $125,389-58.3% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | 2.13% | 31.28%-29.1pp | 26.14%-24.0pp | 282.24%-280.1pp |
| Employer contribution / active EE | $3,682 | $5,166-28.7% | $4,608-20.1% | $4,866-24.3% |
| Participant deferral / active EE | $5,663 | $6,423-11.8% | $6,026-6.0% | $5,352+5.8% |
| Admin fee / account holder | $3,085 | $9,516-67.6% | $8,175-62.3% | $9,541-67.7% |