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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 | $44,388 | $64,311-31.0% | $57,356-22.6% | $125,389-64.6% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 83.2%+16.8pp |
| Annual return | 0.79% | 25.14%-24.3pp | 24.41%-23.6pp | 282.24%-281.4pp |
| Employer contribution / active EE | $3,101 | $3,193-2.9% | $2,689+15.3% | $4,866-36.3% |
| Participant deferral / active EE | $4,471 | $3,846+16.2% | $3,162+41.4% | $5,352-16.5% |
| Admin fee / account holder | $754 | $5,243-85.6% | $3,357-77.5% | $9,541-92.1% |