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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 | $54,013 | $105,866-49.0% | $90,766-40.5% | $134,545-59.9% |
| Participation rate | 86.7% | 78.3%+8.4pp | 75.7%+11.0pp | 81.2%+5.4pp |
| Annual return | 8.67% | -10.99%+19.7pp | -12.16%+20.8pp | 418.37%-409.7pp |
| Employer contribution / active EE | $2,264 | $3,464-34.6% | $2,922-22.5% | $4,742-52.3% |
| Participant deferral / active EE | $4,180 | $5,217-19.9% | $4,565-8.4% | $6,401-34.7% |
| Admin fee / account holder | $459 | $13,938-96.7% | $8,446-94.6% | $11,431-96.0% |