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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 | $48,034 | $140,592-65.8% | $123,105-61.0% | $125,389-61.7% |
| Participation rate | 88.2% | 88.2%0pp | 86.8%+1.5pp | 83.2%+5.0pp |
| Annual return | -2.66% | 16.80%-19.5pp | 13.22%-15.9pp | 282.24%-284.9pp |
| Employer contribution / active EE | $2,683 | $6,041-55.6% | $5,151-47.9% | $4,866-44.9% |
| Participant deferral / active EE | $4,111 | $6,980-41.1% | $6,229-34.0% | $5,352-23.2% |
| Admin fee / account holder | $2,593 | $11,198-76.8% | $9,014-71.2% | $9,541-72.8% |