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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 | $216,944 | $97,881+121.6% | $80,004+171.2% | $125,389+73.0% |
| Participation rate | 83.3% | 77.9%+5.5pp | 73.0%+10.3pp | 83.2%+0.1pp |
| Annual return | 0.83% | 9.36%-8.5pp | 7.63%-6.8pp | 282.24%-281.4pp |
| Employer contribution / active EE | $1,269 | $3,128-59.4% | $2,473-48.7% | $4,866-73.9% |
| Participant deferral / active EE | $6,595 | $3,744+76.1% | $3,204+105.9% | $5,352+23.2% |
| Admin fee / account holder | $1,359 | $6,278-78.3% | $5,033-73.0% | $9,541-85.8% |