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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 | $54,323 | $127,387-57.4% | $115,038-52.8% | $125,389-56.7% |
| Participation rate | 75.0% | 84.2%-9.2pp | 81.4%-6.4pp | 83.2%-8.2pp |
| Annual return | -1.43% | 31.28%-32.7pp | 26.14%-27.6pp | 282.24%-283.7pp |
| Employer contribution / active EE | $1,330 | $5,166-74.3% | $4,608-71.1% | $4,866-72.7% |
| Participant deferral / active EE | $2,454 | $6,423-61.8% | $6,026-59.3% | $5,352-54.1% |
| Admin fee / account holder | $19,824 | $9,516+108.3% | $8,175+142.5% | $9,541+107.8% |