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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 | $179,178 | $86,701+106.7% | $73,309+144.4% | $125,389+42.9% |
| Participation rate | 91.7% | 78.6%+13.1pp | 74.9%+16.8pp | 83.2%+8.5pp |
| Annual return | 1.34% | 2.78%-1.4pp | 5.67%-4.3pp | 282.24%-280.9pp |
| Employer contribution / active EE | $1,968 | $4,152-52.6% | $3,237-39.2% | $4,866-59.6% |
| Participant deferral / active EE | $5,738 | $5,549+3.4% | $4,991+15.0% | $5,352+7.2% |
| Admin fee / account holder | $932 | $7,768-88.0% | $5,635-83.5% | $9,541-90.2% |