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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 | $34,624 | $127,387-72.8% | $115,038-69.9% | $125,389-72.4% |
| Participation rate | 75.0% | 84.2%-9.2pp | 81.4%-6.4pp | 83.2%-8.2pp |
| Annual return | 0.58% | 31.28%-30.7pp | 26.14%-25.6pp | 282.24%-281.7pp |
| Employer contribution / active EE | $1,973 | $5,166-61.8% | $4,608-57.2% | $4,866-59.5% |
| Participant deferral / active EE | $5,639 | $6,423-12.2% | $6,026-6.4% | $5,352+5.4% |
| Admin fee / account holder | $2,708 | $9,516-71.5% | $8,175-66.9% | $9,541-71.6% |