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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 | $167,353-31.8% | $143,797-20.7% | $134,545-15.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | 1.52% | 0.48%+1.0pp | -0.04%+1.6pp | 418.37%-416.9pp |
| Employer contribution / active EE | $3,621 | $5,620-35.6% | $4,952-26.9% | $4,742-23.6% |
| Participant deferral / active EE | $4,100 | $6,447-36.4% | $5,638-27.3% | $6,401-36.0% |
| Admin fee / account holder | $667 | $18,096-96.3% | $14,679-95.5% | $11,431-94.2% |