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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 | $47,463 | $127,387-62.7% | $115,038-58.7% | $125,389-62.1% |
| Participation rate | 75.0% | 84.2%-9.2pp | 81.4%-6.4pp | 83.2%-8.2pp |
| Annual return | -1.29% | 31.28%-32.6pp | 26.14%-27.4pp | 282.24%-283.5pp |
| Employer contribution / active EE | $3,574 | $5,166-30.8% | $4,608-22.4% | $4,866-26.6% |
| Participant deferral / active EE | $8,747 | $6,423+36.2% | $6,026+45.1% | $5,352+63.4% |
| Admin fee / account holder | $15,895 | $9,516+67.0% | $8,175+94.4% | $9,541+66.6% |