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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 | $38,365 | $97,027-60.5% | $83,323-54.0% | $135,382-71.7% |
| Participation rate | 76.2% | 80.4%-4.2pp | 77.8%-1.6pp | 82.6%-6.5pp |
| Annual return | 0.14% | 12.31%-12.2pp | 10.63%-10.5pp | 519.77%-519.6pp |
| Employer contribution / active EE | $3,102 | $4,143-25.1% | $3,379-8.2% | $4,779-35.1% |
| Participant deferral / active EE | $4,974 | $5,964-16.6% | $5,565-10.6% | $5,609-11.3% |
| Admin fee / account holder | $1,475 | $8,427-82.5% | $7,539-80.4% | $10,829-86.4% |