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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 | $55,168 | $140,592-60.8% | $123,105-55.2% | $125,389-56.0% |
| Participation rate | 100.0% | 88.2%+11.8pp | 86.8%+13.2pp | 83.2%+16.8pp |
| Annual return | 0.09% | 16.80%-16.7pp | 13.22%-13.1pp | 282.24%-282.1pp |
| Employer contribution / active EE | $9,766 | $6,041+61.7% | $5,151+89.6% | $4,866+100.7% |
| Participant deferral / active EE | $8,640 | $6,980+23.8% | $6,229+38.7% | $5,352+61.4% |
| Admin fee / account holder | $4,592 | $11,198-59.0% | $9,014-49.1% | $9,541-51.9% |