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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 | $57,880 | $127,387-54.6% | $115,038-49.7% | $125,389-53.8% |
| Participation rate | 95.7% | 84.2%+11.5pp | 81.4%+14.3pp | 83.2%+12.5pp |
| Annual return | 1.14% | 31.28%-30.1pp | 26.14%-25.0pp | 282.24%-281.1pp |
| Employer contribution / active EE | $2,400 | $5,166-53.5% | $4,608-47.9% | $4,866-50.7% |
| Participant deferral / active EE | $6,463 | $6,423+0.6% | $6,026+7.3% | $5,352+20.8% |
| Admin fee / account holder | $4,098 | $9,516-56.9% | $8,175-49.9% | $9,541-57.1% |