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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 | $103,307 | $113,941-9.3% | $94,229+9.6% | $125,389-17.6% |
| Participation rate | 100.0% | 82.9%+17.1pp | 78.8%+21.2pp | 83.2%+16.8pp |
| Annual return | 1.05% | 5.29%-4.2pp | 10.68%-9.6pp | 282.24%-281.2pp |
| Employer contribution / active EE | $2,762 | $4,727-41.6% | $3,587-23.0% | $4,866-43.2% |
| Participant deferral / active EE | $1,875 | $5,179-63.8% | $4,320-56.6% | $5,352-65.0% |
| Admin fee / account holder | $1,177 | $8,392-86.0% | $6,269-81.2% | $9,541-87.7% |