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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 | $92,327 | $127,387-27.5% | $115,038-19.7% | $125,389-26.4% |
| Participation rate | 78.6% | 84.2%-5.6pp | 81.4%-2.8pp | 83.2%-4.6pp |
| Annual return | 0.35% | 31.28%-30.9pp | 26.14%-25.8pp | 282.24%-281.9pp |
| Employer contribution / active EE | $2,596 | $5,166-49.8% | $4,608-43.7% | $4,866-46.7% |
| Participant deferral / active EE | $5,145 | $6,423-19.9% | $6,026-14.6% | $5,352-3.9% |
| Admin fee / account holder | $986 | $9,516-89.6% | $8,175-87.9% | $9,541-89.7% |