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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 | $77,582 | $142,409-45.5% | $119,634-35.2% | $134,545-42.3% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | 4.92% | -12.46%+17.4pp | -14.98%+19.9pp | 418.37%-413.4pp |
| Employer contribution / active EE | $3,000 | $5,224-42.6% | $4,232-29.1% | $4,742-36.7% |
| Participant deferral / active EE | $7,244 | $6,468+12.0% | $5,601+29.3% | $6,401+13.2% |
| Admin fee / account holder | $580 | $13,594-95.7% | $10,329-94.4% | $11,431-94.9% |