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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 | $77,119 | $99,079-22.2% | $78,002-1.1% | $273,972-71.9% |
| Participation rate | 78.6% | 78.6%0pp | 75.5%+3.0pp | 83.0%-4.4pp |
| Annual return | 3.78% | 217.93%-214.1pp | 425.99%-422.2pp | 41.46%-37.7pp |
| Employer contribution / active EE | $2,200 | $3,308-33.5% | $2,470-10.9% | $4,869-54.8% |
| Participant deferral / active EE | $3,734 | $4,306-13.3% | $3,497+6.8% | $5,287-29.4% |
| Admin fee / account holder | $4,976 | $8,954-44.4% | $5,481-9.2% | $10,133-50.9% |