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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 | $49,524 | $168,635-70.6% | $147,617-66.5% | $125,389-60.5% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | 1.60% | 77.65%-76.1pp | 61.98%-60.4pp | 282.24%-280.6pp |
| Employer contribution / active EE | $2,563 | $6,252-59.0% | $5,564-53.9% | $4,866-47.3% |
| Participant deferral / active EE | $4,255 | $5,507-22.7% | $4,895-13.1% | $5,352-20.5% |
| Admin fee / account holder | $26,913 | $13,580+98.2% | $11,612+131.8% | $9,541+182.1% |