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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 | $60,084 | $72,404-17.0% | $110,243-45.5% | $64,173-6.4% |
| Participation rate | 98.3% | 73.3%+25.0pp | 79.8%+18.5pp | 69.6%+28.7pp |
| Annual return | 5.51% | -6.29%+11.8pp | 314.76%-309.2pp | 7.63%-2.1pp |
| Employer contribution / active EE | $1,034 | $2,282-54.7% | $3,827-73.0% | $2,381-56.6% |
| Participant deferral / active EE | $3,804 | $3,469+9.7% | $4,672-18.6% | $3,470+9.6% |
| Admin fee / account holder | $1,684 | $5,664-70.3% | $8,548-80.3% | $4,887-65.5% |