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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 | $58,281 | $72,177-19.3% | $115,038-49.3% | $59,633-2.3% |
| Participation rate | 100.0% | 72.6%+27.4pp | 81.4%+18.6pp | 68.7%+31.3pp |
| Annual return | 1.97% | 12.02%-10.0pp | 26.14%-24.2pp | 2041.45%-2039.5pp |
| Employer contribution / active EE | $1,906 | $2,841-32.9% | $4,608-58.6% | $2,203-13.5% |
| Participant deferral / active EE | $7,042 | $4,783+47.2% | $6,026+16.9% | $3,192+120.6% |
| Admin fee / account holder | $5,947 | $4,927+20.7% | $8,175-27.3% | $4,297+38.4% |