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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 | $57,377 | $83,908-31.6% | $68,509-16.2% | $125,388-54.2% |
| Participation rate | 87.5% | 78.2%+9.3pp | 74.7%+12.8pp | 83.2%+4.3pp |
| Annual return | 1.46% | 14.48%-13.0pp | 8.27%-6.8pp | 282.24%-280.8pp |
| Employer contribution / active EE | $4,640 | $3,031+53.1% | $2,278+103.7% | $4,866-4.7% |
| Participant deferral / active EE | $5,676 | $4,125+37.6% | $3,382+67.8% | $5,352+6.1% |
| Admin fee / account holder | $581 | $8,982-93.5% | $5,275-89.0% | $9,541-93.9% |