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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 | $55,551 | $181,896-69.5% | $156,551-64.5% | $273,972-79.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 0.00% | 30.74%-30.7pp | 32.23%-32.2pp | 41.46%-41.5pp |
| Employer contribution / active EE | $2,100 | $6,248-66.4% | $5,501-61.8% | $4,869-56.9% |
| Participant deferral / active EE | $7,821 | $5,550+40.9% | $4,871+60.6% | $5,287+47.9% |
| Admin fee / account holder | $1,491 | $15,560-90.4% | $13,028-88.6% | $10,133-85.3% |