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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 | $158,039 | $113,941+38.7% | $94,229+67.7% | $125,389+26.0% |
| Participation rate | 100.0% | 82.9%+17.1pp | 78.8%+21.2pp | 83.2%+16.8pp |
| Annual return | 2.00% | 5.29%-3.3pp | 10.68%-8.7pp | 282.24%-280.2pp |
| Employer contribution / active EE | $2,778 | $4,727-41.2% | $3,587-22.6% | $4,866-42.9% |
| Participant deferral / active EE | $0 | $5,179-100.0% | $4,320-100.0% | $5,352-100.0% |
| Admin fee / account holder | $3,515 | $8,392-58.1% | $6,269-43.9% | $9,541-63.2% |