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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 | $108,361 | $168,635-35.7% | $147,617-26.6% | $125,389-13.6% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | 0.85% | 77.65%-76.8pp | 61.98%-61.1pp | 282.24%-281.4pp |
| Employer contribution / active EE | $2,046 | $6,252-67.3% | $5,564-63.2% | $4,866-58.0% |
| Participant deferral / active EE | $6,448 | $5,507+17.1% | $4,895+31.7% | $5,352+20.5% |
| Admin fee / account holder | $1,484 | $13,580-89.1% | $11,612-87.2% | $9,541-84.4% |