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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 | $130,588 | $113,941+14.6% | $94,228+38.6% | $125,388+4.1% |
| Participation rate | 78.6% | 82.9%-4.3pp | 78.8%-0.2pp | 83.2%-4.6pp |
| Annual return | 0.03% | 5.29%-5.3pp | 10.68%-10.7pp | 282.24%-282.2pp |
| Employer contribution / active EE | $1,379 | $4,727-70.8% | $3,587-61.6% | $4,866-71.7% |
| Participant deferral / active EE | $4,729 | $5,179-8.7% | $4,320+9.5% | $5,352-11.6% |
| Admin fee / account holder | $1,277 | $8,392-84.8% | $6,269-79.6% | $9,541-86.6% |