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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 | $96,064 | $167,353-42.6% | $143,797-33.2% | $134,545-28.6% |
| Participation rate | 95.2% | 84.8%+10.4pp | 80.3%+14.9pp | 81.2%+14.0pp |
| Annual return | 3.83% | 0.48%+3.3pp | -0.04%+3.9pp | 418.37%-414.5pp |
| Employer contribution / active EE | $1,844 | $5,620-67.2% | $4,952-62.8% | $4,742-61.1% |
| Participant deferral / active EE | $5,878 | $6,447-8.8% | $5,638+4.2% | $6,401-8.2% |
| Admin fee / account holder | $12,972 | $18,096-28.3% | $14,679-11.6% | $11,431+13.5% |