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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 | $30,243 | $147,167-79.5% | $111,392-72.9% | $135,380-77.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 78.9%+21.1pp | 82.6%+17.4pp |
| Annual return | 5.43% | -4.44%+9.9pp | -2.06%+7.5pp | 519.81%-514.4pp |
| Employer contribution / active EE | $5,041 | $5,204-3.1% | $4,328+16.5% | $4,779+5.5% |
| Participant deferral / active EE | $5,818 | $6,565-11.4% | $5,567+4.5% | $5,609+3.7% |
| Admin fee / account holder | $902 | $20,270-95.6% | $12,266-92.6% | $10,828-91.7% |