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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 | $45,270 | $142,409-68.2% | $119,634-62.2% | $134,545-66.4% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | 4.63% | -12.46%+17.1pp | -14.98%+19.6pp | 418.37%-413.7pp |
| Employer contribution / active EE | $3,156 | $5,224-39.6% | $4,232-25.4% | $4,742-33.5% |
| Participant deferral / active EE | $6,488 | $6,468+0.3% | $5,601+15.8% | $6,401+1.4% |
| Admin fee / account holder | $42,259 | $13,594+210.9% | $10,329+309.1% | $11,431+269.7% |