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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 | $40,989 | $113,941-64.0% | $94,229-56.5% | $125,389-67.3% |
| Participation rate | 100.0% | 82.9%+17.1pp | 78.8%+21.2pp | 83.2%+16.8pp |
| Annual return | 0.37% | 5.29%-4.9pp | 10.68%-10.3pp | 282.24%-281.9pp |
| Employer contribution / active EE | $9,570 | $4,727+102.4% | $3,587+166.8% | $4,866+96.7% |
| Participant deferral / active EE | $10,457 | $5,179+101.9% | $4,320+142.0% | $5,352+95.4% |
| Admin fee / account holder | $57,595 | $8,392+586.3% | $6,269+818.7% | $9,541+503.7% |