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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 | $60,445 | $110,240-45.2% | $96,544-37.4% | $139,487-56.7% |
| Participation rate | 76.5% | 78.1%-1.7pp | 76.0%+0.5pp | 80.3%-3.9pp |
| Annual return | 0.00% | 26.41%-26.4pp | 25.88%-25.9pp | 373.84%-373.8pp |
| Employer contribution / active EE | $3,123 | $3,622-13.8% | $2,966+5.3% | $4,755-34.3% |
| Participant deferral / active EE | $6,610 | $5,549+19.1% | $4,851+36.2% | $6,713-1.5% |
| Admin fee / account holder | $5,645 | $11,602-51.4% | $8,254-31.6% | $11,407-50.5% |