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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 | $55,367 | $65,704-15.7% | $94,229-41.2% | $59,633-7.2% |
| Participation rate | 88.0% | 72.1%+15.9pp | 78.8%+9.2pp | 68.7%+19.3pp |
| Annual return | 4.10% | 5.22%-1.1pp | 10.68%-6.6pp | 2041.45%-2037.4pp |
| Employer contribution / active EE | $739 | $2,021-63.4% | $3,587-79.4% | $2,203-66.4% |
| Participant deferral / active EE | $5,750 | $3,143+82.9% | $4,320+33.1% | $3,192+80.1% |
| Admin fee / account holder | $5,196 | $4,265+21.8% | $6,269-17.1% | $4,297+20.9% |