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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 | $60,427 | $64,311-6.0% | $57,356+5.4% | $125,389-51.8% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 83.2%+16.8pp |
| Annual return | 1.78% | 25.14%-23.4pp | 24.41%-22.6pp | 282.24%-280.5pp |
| Employer contribution / active EE | $4,345 | $3,193+36.1% | $2,689+61.6% | $4,866-10.7% |
| Participant deferral / active EE | $4,400 | $3,846+14.4% | $3,162+39.2% | $5,352-17.8% |
| Admin fee / account holder | $2,285 | $5,243-56.4% | $3,357-31.9% | $9,541-76.0% |