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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 | $47,892 | $140,578-65.9% | $100,671-52.4% | $125,389-61.8% |
| Participation rate | 70.0% | 80.4%-10.4pp | 70.7%-0.7pp | 83.2%-13.2pp |
| Annual return | 0.59% | 24.67%-24.1pp | 20.43%-19.8pp | 282.24%-281.6pp |
| Employer contribution / active EE | $1,098 | $5,965-81.6% | $4,012-72.6% | $4,866-77.4% |
| Participant deferral / active EE | $3,423 | $3,981-14.0% | $3,144+8.9% | $5,352-36.0% |
| Admin fee / account holder | $419 | $6,716-93.8% | $4,850-91.4% | $9,541-95.6% |