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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 | $56,899 | $140,578-59.5% | $100,671-43.5% | $125,389-54.6% |
| Participation rate | 95.7% | 80.4%+15.3pp | 70.7%+24.9pp | 83.2%+12.5pp |
| Annual return | 1.38% | 24.67%-23.3pp | 20.43%-19.1pp | 282.24%-280.9pp |
| Employer contribution / active EE | $1,046 | $5,965-82.5% | $4,012-73.9% | $4,866-78.5% |
| Participant deferral / active EE | $1,359 | $3,981-65.9% | $3,144-56.8% | $5,352-74.6% |
| Admin fee / account holder | $2,018 | $6,716-69.9% | $4,850-58.4% | $9,541-78.8% |