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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 | $46,554 | $127,387-63.5% | $115,038-59.5% | $125,389-62.9% |
| Participation rate | 91.7% | 84.2%+7.5pp | 81.4%+10.3pp | 83.2%+8.5pp |
| Annual return | 0.60% | 31.28%-30.7pp | 26.14%-25.5pp | 282.24%-281.6pp |
| Employer contribution / active EE | $2,333 | $5,166-54.9% | $4,608-49.4% | $4,866-52.1% |
| Participant deferral / active EE | $4,837 | $6,423-24.7% | $6,026-19.7% | $5,352-9.6% |
| Admin fee / account holder | $378 | $9,516-96.0% | $8,175-95.4% | $9,541-96.0% |