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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 | $143,734 | $254,759-43.6% | $216,567-33.6% | $198,609-27.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 81.6%+18.4pp | 82.4%+17.6pp |
| Annual return | 5.22% | 10.04%-4.8pp | 12.94%-7.7pp | 202.70%-197.5pp |
| Employer contribution / active EE | $2,571 | $6,096-57.8% | $5,216-50.7% | $5,055-49.1% |
| Participant deferral / active EE | $5,245 | $6,948-24.5% | $6,191-15.3% | $6,977-24.8% |
| Admin fee / account holder | $137,598 | $26,311+423.0% | $21,981+526.0% | $19,030+623.0% |