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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 | $244,219 | $83,908+191.1% | $68,509+256.5% | $125,388+94.8% |
| Participation rate | 77.8% | 78.2%-0.4pp | 74.7%+3.1pp | 83.2%-5.4pp |
| Annual return | 1.59% | 14.48%-12.9pp | 8.27%-6.7pp | 282.24%-280.6pp |
| Employer contribution / active EE | $934 | $3,031-69.2% | $2,278-59.0% | $4,866-80.8% |
| Participant deferral / active EE | $3,735 | $4,125-9.5% | $3,382+10.4% | $5,352-30.2% |
| Admin fee / account holder | $7,184 | $8,982-20.0% | $5,275+36.2% | $9,541-24.7% |