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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 | $52,436 | $127,387-58.8% | $115,038-54.4% | $125,389-58.2% |
| Participation rate | 90.0% | 84.2%+5.8pp | 81.4%+8.6pp | 83.2%+6.8pp |
| Annual return | 0.85% | 31.28%-30.4pp | 26.14%-25.3pp | 282.24%-281.4pp |
| Employer contribution / active EE | $5,783 | $5,166+11.9% | $4,608+25.5% | $4,866+18.8% |
| Participant deferral / active EE | $4,887 | $6,423-23.9% | $6,026-18.9% | $5,352-8.7% |
| Admin fee / account holder | $4,460 | $9,516-53.1% | $8,175-45.4% | $9,541-53.3% |