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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 | $73,077 | $127,387-42.6% | $115,038-36.5% | $125,389-41.7% |
| Participation rate | 71.4% | 84.2%-12.7pp | 81.4%-9.9pp | 83.2%-11.8pp |
| Annual return | 0.29% | 31.28%-31.0pp | 26.14%-25.8pp | 282.24%-281.9pp |
| Employer contribution / active EE | $9,306 | $5,166+80.1% | $4,608+102.0% | $4,866+91.2% |
| Participant deferral / active EE | $6,072 | $6,423-5.5% | $6,026+0.8% | $5,352+13.5% |
| Admin fee / account holder | $2,296 | $9,516-75.9% | $8,175-71.9% | $9,541-75.9% |