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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 | $50,936 | $84,499-39.7% | $125,391-59.4% | $66,949-23.9% |
| Participation rate | 83.3% | 76.4%+6.9pp | 82.4%+0.9pp | 69.8%+13.5pp |
| Annual return | 4.00% | -8.49%+12.5pp | 572.41%-568.4pp | 1.57%+2.4pp |
| Employer contribution / active EE | $3,110 | $3,554-12.5% | $4,816-35.4% | $2,545+22.2% |
| Participant deferral / active EE | $8,072 | $6,785+19.0% | $7,448+8.4% | $4,239+90.4% |
| Admin fee / account holder | $2,498 | $685+264.7% | $10,009-75.0% | $594+320.9% |