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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 | $31,671 | $87,546-63.8% | $75,784-58.2% | $125,389-74.7% |
| Participation rate | 85.7% | 80.2%+5.5pp | 75.8%+9.9pp | 83.2%+2.5pp |
| Annual return | 0.21% | 13.49%-13.3pp | 9.68%-9.5pp | 282.24%-282.0pp |
| Employer contribution / active EE | $1,625 | $3,930-58.7% | $3,323-51.1% | $4,866-66.6% |
| Participant deferral / active EE | $2,952 | $4,230-30.2% | $3,652-19.2% | $5,352-44.8% |
| Admin fee / account holder | $785 | $6,503-87.9% | $5,300-85.2% | $9,541-91.8% |