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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 | $79,907 | $127,387-37.3% | $115,038-30.5% | $125,389-36.3% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | 0.09% | 31.28%-31.2pp | 26.14%-26.1pp | 282.24%-282.2pp |
| Employer contribution / active EE | $3,090 | $5,166-40.2% | $4,608-32.9% | $4,866-36.5% |
| Participant deferral / active EE | $9,122 | $6,423+42.0% | $6,026+51.4% | $5,352+70.5% |
| Admin fee / account holder | $11,640 | $9,516+22.3% | $8,175+42.4% | $9,541+22.0% |