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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 | $93,407 | $167,353-44.2% | $143,797-35.0% | $134,545-30.6% |
| Participation rate | 93.8% | 84.8%+8.9pp | 80.3%+13.4pp | 81.2%+12.5pp |
| Annual return | 1.18% | 0.48%+0.7pp | -0.04%+1.2pp | 418.37%-417.2pp |
| Employer contribution / active EE | $3,080 | $5,620-45.2% | $4,952-37.8% | $4,742-35.0% |
| Participant deferral / active EE | $5,279 | $6,447-18.1% | $5,638-6.4% | $6,401-17.5% |
| Admin fee / account holder | $27,397 | $18,096+51.4% | $14,679+86.6% | $11,431+139.7% |