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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 | $51,995 | $64,311-19.2% | $57,356-9.3% | $125,389-58.5% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 83.2%+16.8pp |
| Annual return | 0.62% | 25.14%-24.5pp | 24.41%-23.8pp | 282.24%-281.6pp |
| Employer contribution / active EE | $6,732 | $3,193+110.8% | $2,689+150.4% | $4,866+38.3% |
| Participant deferral / active EE | $2,718 | $3,846-29.3% | $3,162-14.0% | $5,352-49.2% |
| Admin fee / account holder | $1,096 | $5,243-79.1% | $3,357-67.3% | $9,541-88.5% |