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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 | $81,348 | $140,578-42.1% | $100,671-19.2% | $125,389-35.1% |
| Participation rate | 100.0% | 80.4%+19.6pp | 70.7%+29.3pp | 83.2%+16.8pp |
| Annual return | 0.55% | 24.67%-24.1pp | 20.43%-19.9pp | 282.24%-281.7pp |
| Employer contribution / active EE | $5,425 | $5,965-9.1% | $4,012+35.2% | $4,866+11.5% |
| Participant deferral / active EE | $6,822 | $3,981+71.3% | $3,144+117.0% | $5,352+27.5% |
| Admin fee / account holder | $7,331 | $6,716+9.2% | $4,850+51.2% | $9,541-23.2% |