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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 | $55,181 | $127,386-56.7% | $115,037-52.0% | $125,388-56.0% |
| Participation rate | 77.8% | 84.2%-6.4pp | 81.4%-3.6pp | 83.2%-5.4pp |
| Annual return | 0.45% | 31.28%-30.8pp | 26.14%-25.7pp | 282.24%-281.8pp |
| Employer contribution / active EE | $2,806 | $5,166-45.7% | $4,608-39.1% | $4,866-42.3% |
| Participant deferral / active EE | $2,998 | $6,423-53.3% | $6,026-50.2% | $5,352-44.0% |
| Admin fee / account holder | $10,576 | $9,516+11.1% | $8,175+29.4% | $9,541+10.9% |