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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 | $48,041 | $127,387-62.3% | $115,038-58.2% | $125,389-61.7% |
| Participation rate | 81.8% | 84.2%-2.3pp | 81.4%+0.5pp | 83.2%-1.4pp |
| Annual return | 0.27% | 31.28%-31.0pp | 26.14%-25.9pp | 282.24%-282.0pp |
| Employer contribution / active EE | $2,619 | $5,166-49.3% | $4,608-43.2% | $4,866-46.2% |
| Participant deferral / active EE | $2,759 | $6,423-57.0% | $6,026-54.2% | $5,352-48.4% |
| Admin fee / account holder | $405 | $9,516-95.7% | $8,175-95.0% | $9,541-95.8% |