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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 | $77,682 | $113,941-31.8% | $94,229-17.6% | $125,389-38.0% |
| Participation rate | 95.2% | 82.9%+12.3pp | 78.8%+16.5pp | 83.2%+12.0pp |
| Annual return | 3.42% | 5.29%-1.9pp | 10.68%-7.3pp | 282.24%-278.8pp |
| Employer contribution / active EE | $2,831 | $4,727-40.1% | $3,587-21.1% | $4,866-41.8% |
| Participant deferral / active EE | $3,905 | $5,179-24.6% | $4,320-9.6% | $5,352-27.0% |
| Admin fee / account holder | $1,514 | $8,392-82.0% | $6,269-75.9% | $9,541-84.1% |