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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 | $41,123 | $127,387-67.7% | $115,038-64.3% | $125,389-67.2% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | 1.06% | 31.28%-30.2pp | 26.14%-25.1pp | 282.24%-281.2pp |
| Employer contribution / active EE | $1,983 | $5,166-61.6% | $4,608-57.0% | $4,866-59.2% |
| Participant deferral / active EE | $2,445 | $6,423-61.9% | $6,026-59.4% | $5,352-54.3% |
| Admin fee / account holder | $41,611 | $9,516+337.3% | $8,175+409.0% | $9,541+336.1% |