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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 | $41,591 | $127,386-67.4% | $115,037-63.8% | $125,388-66.8% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | 0.14% | 31.28%-31.1pp | 26.14%-26.0pp | 282.24%-282.1pp |
| Employer contribution / active EE | $2,276 | $5,166-55.9% | $4,608-50.6% | $4,866-53.2% |
| Participant deferral / active EE | $3,692 | $6,423-42.5% | $6,026-38.7% | $5,352-31.0% |
| Admin fee / account holder | $2,545 | $9,516-73.3% | $8,175-68.9% | $9,541-73.3% |