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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 | $177,156-40.1% | $147,027-27.8% | $154,746-31.4% |
| Participation rate | 100.0% | 79.4%+20.6pp | 73.7%+26.3pp | 80.7%+19.3pp |
| Annual return | 0.00% | 21.94%-21.9pp | 20.23%-20.2pp | 172.34%-172.3pp |
| Employer contribution / active EE | $4,591 | $4,336+5.9% | $3,626+26.6% | $4,379+4.8% |
| Participant deferral / active EE | $1,798 | $5,797-69.0% | $4,933-63.6% | $6,730-73.3% |
| Admin fee / account holder | $334 | $14,904-97.8% | $12,223-97.3% | $14,365-97.7% |