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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 | $36,493 | $64,307-43.3% | $57,349-36.4% | $125,388-70.9% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 83.2%+16.8pp |
| Annual return | 1.54% | 25.14%-23.6pp | 24.40%-22.9pp | 282.24%-280.7pp |
| Employer contribution / active EE | $993 | $3,193-68.9% | $2,689-63.1% | $4,866-79.6% |
| Participant deferral / active EE | $5,688 | $3,847+47.9% | $3,162+79.9% | $5,352+6.3% |
| Admin fee / account holder | $1,236 | $5,242-76.4% | $3,356-63.2% | $9,541-87.0% |