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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 | $51,047 | $127,387-59.9% | $115,038-55.6% | $125,389-59.3% |
| Participation rate | 85.7% | 84.2%+1.6pp | 81.4%+4.3pp | 83.2%+2.5pp |
| Annual return | 0.91% | 31.28%-30.4pp | 26.14%-25.2pp | 282.24%-281.3pp |
| Employer contribution / active EE | $2,857 | $5,166-44.7% | $4,608-38.0% | $4,866-41.3% |
| Participant deferral / active EE | $0 | $6,423-100.0% | $6,026-100.0% | $5,352-100.0% |
| Admin fee / account holder | $4,578 | $9,516-51.9% | $8,175-44.0% | $9,541-52.0% |