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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 | $90,884 | $127,387-28.7% | $115,038-21.0% | $125,389-27.5% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | 0.83% | 31.28%-30.4pp | 26.14%-25.3pp | 282.24%-281.4pp |
| Employer contribution / active EE | $2,060 | $5,166-60.1% | $4,608-55.3% | $4,866-57.7% |
| Participant deferral / active EE | $2,560 | $6,423-60.2% | $6,026-57.5% | $5,352-52.2% |
| Admin fee / account holder | $42,303 | $9,516+344.5% | $8,175+417.5% | $9,541+343.4% |