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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 | $68,610 | $136,307-49.7% | $106,619-35.6% | $273,972-75.0% |
| Participation rate | 93.3% | 84.8%+8.6pp | 78.0%+15.3pp | 83.0%+10.3pp |
| Annual return | 5.06% | 11.05%-6.0pp | 9.42%-4.4pp | 41.46%-36.4pp |
| Employer contribution / active EE | $1,017 | $5,190-80.4% | $3,947-74.2% | $4,869-79.1% |
| Participant deferral / active EE | $3,143 | $4,969-36.8% | $3,930-20.0% | $5,287-40.6% |
| Admin fee / account holder | $1,371 | $8,625-84.1% | $6,418-78.6% | $10,133-86.5% |