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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 | $120,947 | $86,701+39.5% | $73,309+65.0% | $125,389-3.5% |
| Participation rate | 80.0% | 78.6%+1.4pp | 74.9%+5.1pp | 83.2%-3.2pp |
| Annual return | 1.19% | 2.78%-1.6pp | 5.67%-4.5pp | 282.24%-281.0pp |
| Employer contribution / active EE | $2,110 | $4,152-49.2% | $3,237-34.8% | $4,866-56.6% |
| Participant deferral / active EE | $5,155 | $5,549-7.1% | $4,991+3.3% | $5,352-3.7% |
| Admin fee / account holder | $1,537 | $7,768-80.2% | $5,635-72.7% | $9,541-83.9% |