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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 | $136,981 | $211,946-35.4% | $169,452-19.2% | $135,380+1.2% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | 1.20% | 3.26%-2.1pp | 1.83%-0.6pp | 519.81%-518.6pp |
| Employer contribution / active EE | $3,193 | $5,117-37.6% | $4,157-23.2% | $4,779-33.2% |
| Participant deferral / active EE | $0 | $6,075-100.0% | $5,277-100.0% | $5,609-100.0% |
| Admin fee / account holder | $8,302 | $11,472-27.6% | $9,110-8.9% | $10,828-23.3% |