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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 | $89,800 | $138,393-35.1% | $184,256-51.3% | $80,959+10.9% |
| Participation rate | 93.8% | 83.9%+9.9pp | 86.8%+6.9pp | 67.7%+26.1pp |
| Annual return | 0.00% | 20.01%-20.0pp | 28.85%-28.8pp | 35.67%-35.7pp |
| Employer contribution / active EE | $3,651 | $4,847-24.7% | $6,427-43.2% | $2,757+32.4% |
| Participant deferral / active EE | $6,969 | $7,076-1.5% | $9,133-23.7% | $4,300+62.1% |
| Admin fee / account holder | $5,464 | $10,489-47.9% | $13,899-60.7% | $6,925-21.1% |