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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 | $62,824 | $127,387-50.7% | $115,038-45.4% | $125,389-49.9% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | 0.69% | 31.28%-30.6pp | 26.14%-25.5pp | 282.24%-281.6pp |
| Employer contribution / active EE | $6,944 | $5,166+34.4% | $4,608+50.7% | $4,866+42.7% |
| Participant deferral / active EE | $5,187 | $6,423-19.2% | $6,026-13.9% | $5,352-3.1% |
| Admin fee / account holder | $67,997 | $9,516+614.5% | $8,175+731.7% | $9,541+612.7% |