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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 | $83,698 | $64,307+30.2% | $57,349+45.9% | $125,388-33.2% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 83.2%+16.8pp |
| Annual return | 1.36% | 25.14%-23.8pp | 24.40%-23.0pp | 282.24%-280.9pp |
| Employer contribution / active EE | $0 | $3,193-100.0% | $2,689-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $8,200 | $3,847+113.2% | $3,162+159.3% | $5,352+53.2% |
| Admin fee / account holder | $502 | $5,242-90.4% | $3,356-85.0% | $9,541-94.7% |