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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 | $51,306 | $103,949-50.6% | $69,182-25.8% | $273,972-81.3% |
| Participation rate | 84.6% | 67.4%+17.3pp | 55.1%+29.5pp | 83.0%+1.6pp |
| Annual return | 9.42% | 35.28%-25.9pp | -21.93%+31.4pp | 41.46%-32.0pp |
| Employer contribution / active EE | $260 | $1,783-85.4% | $1,206-78.5% | $4,869-94.7% |
| Participant deferral / active EE | $1,650 | $2,716-39.2% | $1,897-13.0% | $5,287-68.8% |
| Admin fee / account holder | $2,087 | $3,671-43.1% | $2,697-22.6% | $10,133-79.4% |