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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 | $28,371 | $113,941-75.1% | $94,229-69.9% | $125,389-77.4% |
| Participation rate | 100.0% | 82.9%+17.1pp | 78.8%+21.2pp | 83.2%+16.8pp |
| Annual return | 2.74% | 5.29%-2.5pp | 10.68%-7.9pp | 282.24%-279.5pp |
| Employer contribution / active EE | $1,859 | $4,727-60.7% | $3,587-48.2% | $4,866-61.8% |
| Participant deferral / active EE | $4,571 | $5,179-11.7% | $4,320+5.8% | $5,352-14.6% |
| Admin fee / account holder | $1,833 | $8,392-78.2% | $6,269-70.8% | $9,541-80.8% |