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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 | $114,064 | $167,323-31.8% | $143,770-20.7% | $134,493-15.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | 1.52% | 0.47%+1.1pp | -0.04%+1.6pp | 418.01%-416.5pp |
| Employer contribution / active EE | $3,621 | $5,619-35.6% | $4,951-26.9% | $4,740-23.6% |
| Participant deferral / active EE | $4,100 | $6,446-36.4% | $5,638-27.3% | $6,400-35.9% |
| Admin fee / account holder | $667 | $18,088-96.3% | $14,673-95.5% | $11,425-94.2% |