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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 | $54,644 | $127,386-57.1% | $115,037-52.5% | $125,388-56.4% |
| Participation rate | 84.6% | 84.2%+0.5pp | 81.4%+3.2pp | 83.2%+1.4pp |
| Annual return | 0.88% | 31.28%-30.4pp | 26.14%-25.3pp | 282.24%-281.4pp |
| Employer contribution / active EE | $5,991 | $5,166+16.0% | $4,608+30.0% | $4,866+23.1% |
| Participant deferral / active EE | $4,344 | $6,423-32.4% | $6,026-27.9% | $5,352-18.8% |
| Admin fee / account holder | $23,849 | $9,516+150.6% | $8,175+191.7% | $9,541+150.0% |