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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 | $67,290 | $127,387-47.2% | $115,038-41.5% | $125,389-46.3% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | 0.64% | 31.28%-30.6pp | 26.14%-25.5pp | 282.24%-281.6pp |
| Employer contribution / active EE | $3,222 | $5,166-37.6% | $4,608-30.1% | $4,866-33.8% |
| Participant deferral / active EE | $13,927 | $6,423+116.8% | $6,026+131.1% | $5,352+160.2% |
| Admin fee / account holder | $7,573 | $9,516-20.4% | $8,175-7.4% | $9,541-20.6% |