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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 | $51,028 | $82,028-37.8% | $123,105-58.5% | $59,633-14.4% |
| Participation rate | 87.0% | 83.2%+3.8pp | 86.8%+0.3pp | 68.7%+18.4pp |
| Annual return | 0.83% | 5.12%-4.3pp | 13.22%-12.4pp | 2041.45%-2040.6pp |
| Employer contribution / active EE | $2,432 | $3,297-26.2% | $5,151-52.8% | $2,203+10.4% |
| Participant deferral / active EE | $5,342 | $4,667+14.5% | $6,229-14.2% | $3,192+67.4% |
| Admin fee / account holder | $2,884 | $5,879-50.9% | $9,014-68.0% | $4,297-32.9% |