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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 | $83,697 | $127,387-34.3% | $115,038-27.2% | $125,389-33.3% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | 0.80% | 31.28%-30.5pp | 26.14%-25.3pp | 282.24%-281.4pp |
| Employer contribution / active EE | $1,266 | $5,166-75.5% | $4,608-72.5% | $4,866-74.0% |
| Participant deferral / active EE | $4,248 | $6,423-33.9% | $6,026-29.5% | $5,352-20.6% |
| Admin fee / account holder | $3,917 | $9,516-58.8% | $8,175-52.1% | $9,541-58.9% |