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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 | $29,378 | $127,387-76.9% | $115,038-74.5% | $125,389-76.6% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -0.60% | 31.28%-31.9pp | 26.14%-26.7pp | 282.24%-282.8pp |
| Employer contribution / active EE | $1,408 | $5,166-72.8% | $4,608-69.5% | $4,866-71.1% |
| Participant deferral / active EE | $4,093 | $6,423-36.3% | $6,026-32.1% | $5,352-23.5% |
| Admin fee / account holder | $583 | $9,516-93.9% | $8,175-92.9% | $9,541-93.9% |