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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 | $82,305 | $140,578-41.5% | $100,671-18.2% | $125,389-34.4% |
| Participation rate | 100.0% | 80.4%+19.6pp | 70.7%+29.3pp | 83.2%+16.8pp |
| Annual return | 0.52% | 24.67%-24.2pp | 20.43%-19.9pp | 282.24%-281.7pp |
| Employer contribution / active EE | $3,586 | $5,965-39.9% | $4,012-10.6% | $4,866-26.3% |
| Participant deferral / active EE | $4,738 | $3,981+19.0% | $3,144+50.7% | $5,352-11.5% |
| Admin fee / account holder | $12,953 | $6,716+92.9% | $4,850+167.1% | $9,541+35.8% |