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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 | $55,133 | $57,352-3.9% | $83,830-34.2% | $64,173-14.1% |
| Participation rate | 87.9% | 68.6%+19.3pp | 76.1%+11.7pp | 69.6%+18.3pp |
| Annual return | 5.78% | 11.38%-5.6pp | 850.97%-845.2pp | 7.63%-1.8pp |
| Employer contribution / active EE | $573 | $2,546-77.5% | $3,631-84.2% | $2,381-75.9% |
| Participant deferral / active EE | $1,806 | $2,993-39.7% | $4,082-55.8% | $3,470-48.0% |
| Admin fee / account holder | $1,385 | $4,046-65.8% | $5,479-74.7% | $4,887-71.7% |