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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 | $176,621 | $97,881+80.4% | $80,004+120.8% | $125,389+40.9% |
| Participation rate | 88.9% | 77.9%+11.0pp | 73.0%+15.9pp | 83.2%+5.7pp |
| Annual return | 1.68% | 9.36%-7.7pp | 7.63%-6.0pp | 282.24%-280.6pp |
| Employer contribution / active EE | $1,591 | $3,128-49.1% | $2,473-35.7% | $4,866-67.3% |
| Participant deferral / active EE | $3,659 | $3,744-2.3% | $3,204+14.2% | $5,352-31.6% |
| Admin fee / account holder | $1,064 | $6,278-83.0% | $5,033-78.9% | $9,541-88.8% |