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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 | $43,752 | $127,387-65.7% | $115,038-62.0% | $125,389-65.1% |
| Participation rate | 70.0% | 84.2%-14.2pp | 81.4%-11.4pp | 83.2%-13.2pp |
| Annual return | 0.94% | 31.28%-30.3pp | 26.14%-25.2pp | 282.24%-281.3pp |
| Employer contribution / active EE | $4,600 | $5,166-11.0% | $4,608-0.2% | $4,866-5.5% |
| Participant deferral / active EE | $11,096 | $6,423+72.8% | $6,026+84.1% | $5,352+107.3% |
| Admin fee / account holder | $589 | $9,516-93.8% | $8,175-92.8% | $9,541-93.8% |