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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 | $32,891 | $127,387-74.2% | $115,038-71.4% | $125,389-73.8% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | 1.26% | 31.28%-30.0pp | 26.14%-24.9pp | 282.24%-281.0pp |
| Employer contribution / active EE | $3,286 | $5,166-36.4% | $4,608-28.7% | $4,866-32.5% |
| Participant deferral / active EE | $2,995 | $6,423-53.4% | $6,026-50.3% | $5,352-44.0% |
| Admin fee / account holder | $5,581 | $9,516-41.4% | $8,175-31.7% | $9,541-41.5% |