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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 | $63,514 | $87,544-27.4% | $75,784-16.2% | $125,388-49.3% |
| Participation rate | 89.5% | 80.2%+9.3pp | 75.8%+13.7pp | 83.2%+6.3pp |
| Annual return | -0.20% | 13.49%-13.7pp | 9.68%-9.9pp | 282.24%-282.4pp |
| Employer contribution / active EE | $1,854 | $3,930-52.8% | $3,323-44.2% | $4,866-61.9% |
| Participant deferral / active EE | $3,501 | $4,229-17.2% | $3,652-4.1% | $5,352-34.6% |
| Admin fee / account holder | $2,055 | $6,502-68.4% | $5,300-61.2% | $9,541-78.5% |