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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 | $49,574 | $167,362-70.4% | $143,799-65.5% | $134,532-63.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | 1.78% | 0.47%+1.3pp | -0.04%+1.8pp | 418.27%-416.5pp |
| Employer contribution / active EE | $3,484 | $5,620-38.0% | $4,952-29.7% | $4,741-26.5% |
| Participant deferral / active EE | $5,336 | $6,447-17.2% | $5,638-5.4% | $6,401-16.6% |
| Admin fee / account holder | $983 | $18,094-94.6% | $14,677-93.3% | $11,429-91.4% |