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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 | $48,125 | $127,387-62.2% | $115,038-58.2% | $125,389-61.6% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | 0.73% | 31.28%-30.5pp | 26.14%-25.4pp | 282.24%-281.5pp |
| Employer contribution / active EE | $1,576 | $5,166-69.5% | $4,608-65.8% | $4,866-67.6% |
| Participant deferral / active EE | $6,879 | $6,423+7.1% | $6,026+14.1% | $5,352+28.5% |
| Admin fee / account holder | $1,400 | $9,516-85.3% | $8,175-82.9% | $9,541-85.3% |