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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 | $61,609 | $168,635-63.5% | $147,617-58.3% | $125,389-50.9% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | 1.51% | 77.65%-76.1pp | 61.98%-60.5pp | 282.24%-280.7pp |
| Employer contribution / active EE | $4,687 | $6,252-25.0% | $5,564-15.8% | $4,866-3.7% |
| Participant deferral / active EE | $5,546 | $5,507+0.7% | $4,895+13.3% | $5,352+3.6% |
| Admin fee / account holder | $1,277 | $13,580-90.6% | $11,612-89.0% | $9,541-86.6% |