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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 | $49,174 | $127,387-61.4% | $115,038-57.3% | $125,389-60.8% |
| Participation rate | 81.0% | 84.2%-3.2pp | 81.4%-0.4pp | 83.2%-2.2pp |
| Annual return | -1.13% | 31.28%-32.4pp | 26.14%-27.3pp | 282.24%-283.4pp |
| Employer contribution / active EE | $1,772 | $5,166-65.7% | $4,608-61.6% | $4,866-63.6% |
| Participant deferral / active EE | $2,806 | $6,423-56.3% | $6,026-53.4% | $5,352-47.6% |
| Admin fee / account holder | $26,216 | $9,516+175.5% | $8,175+220.7% | $9,541+174.8% |