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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 | $164,567 | $167,352-1.7% | $143,788+14.5% | $134,509+22.3% |
| Participation rate | 83.3% | 84.8%-1.5pp | 80.3%+3.0pp | 81.2%+2.1pp |
| Annual return | 1.98% | 0.47%+1.5pp | -0.03%+2.0pp | 418.13%-416.2pp |
| Employer contribution / active EE | $3,916 | $5,620-30.3% | $4,952-20.9% | $4,741-17.4% |
| Participant deferral / active EE | $2,825 | $6,447-56.2% | $5,638-49.9% | $6,400-55.9% |
| Admin fee / account holder | $1,994 | $18,091-89.0% | $14,675-86.4% | $11,427-82.5% |