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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 | $60,468 | $127,387-52.5% | $115,038-47.4% | $125,389-51.8% |
| Participation rate | 75.0% | 84.2%-9.2pp | 81.4%-6.4pp | 83.2%-8.2pp |
| Annual return | 0.08% | 31.28%-31.2pp | 26.14%-26.1pp | 282.24%-282.2pp |
| Employer contribution / active EE | $1,971 | $5,166-61.8% | $4,608-57.2% | $4,866-59.5% |
| Participant deferral / active EE | $3,721 | $6,423-42.1% | $6,026-38.3% | $5,352-30.5% |
| Admin fee / account holder | $26,759 | $9,516+181.2% | $8,175+227.3% | $9,541+180.5% |