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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 | $67,906 | $197,819-65.7% | $155,789-56.4% | $125,389-45.8% |
| Participation rate | 100.0% | 82.1%+17.9pp | 76.1%+23.9pp | 83.2%+16.8pp |
| Annual return | 0.85% | 86.73%-85.9pp | 71.54%-70.7pp | 282.24%-281.4pp |
| Employer contribution / active EE | $3,850 | $4,850-20.6% | $3,839+0.3% | $4,866-20.9% |
| Participant deferral / active EE | $4,233 | $5,631-24.8% | $4,798-11.8% | $5,352-20.9% |
| Admin fee / account holder | $2,346 | $9,544-75.4% | $7,477-68.6% | $9,541-75.4% |