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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 | $29,374 | $92,219-68.1% | $76,766-61.7% | $135,382-78.3% |
| Participation rate | 85.0% | 79.8%+5.2pp | 77.0%+8.0pp | 82.6%+2.4pp |
| Annual return | 3.05% | 5.46%-2.4pp | 2.43%+0.6pp | 519.77%-516.7pp |
| Employer contribution / active EE | $1,876 | $3,216-41.7% | $2,485-24.5% | $4,779-60.7% |
| Participant deferral / active EE | $5,353 | $4,508+18.7% | $3,851+39.0% | $5,609-4.6% |
| Admin fee / account holder | $31,585 | $10,749+193.8% | $6,675+373.2% | $10,829+191.7% |