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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 | $59,134 | $167,362-64.7% | $143,799-58.9% | $134,532-56.0% |
| Participation rate | 90.9% | 84.8%+6.1pp | 80.3%+10.6pp | 81.2%+9.7pp |
| Annual return | -0.28% | 0.47%-0.8pp | -0.04%-0.2pp | 418.27%-418.5pp |
| Employer contribution / active EE | $2,508 | $5,620-55.4% | $4,952-49.4% | $4,741-47.1% |
| Participant deferral / active EE | $4,508 | $6,447-30.1% | $5,638-20.0% | $6,401-29.6% |
| Admin fee / account holder | $7,006 | $18,094-61.3% | $14,677-52.3% | $11,429-38.7% |