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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 | $106,120 | $161,352-34.2% | $134,172-20.9% | $137,256-22.7% |
| Participation rate | 100.0% | 78.3%+21.7pp | 72.5%+27.5pp | 80.0%+20.0pp |
| Annual return | 0.00% | 28.72%-28.7pp | 25.30%-25.3pp | 220.34%-220.3pp |
| Employer contribution / active EE | $4,591 | $4,099+12.0% | $3,420+34.2% | $4,156+10.5% |
| Participant deferral / active EE | $1,798 | $5,552-67.6% | $4,690-61.7% | $6,407-71.9% |
| Admin fee / account holder | $334 | $15,028-97.8% | $12,016-97.2% | $12,270-97.3% |