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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 | $81,539 | $92,219-11.6% | $76,768+6.2% | $135,379-39.8% |
| Participation rate | 88.9% | 79.8%+9.1pp | 77.0%+11.9pp | 82.6%+6.2pp |
| Annual return | 4.52% | 5.46%-0.9pp | 2.43%+2.1pp | 519.79%-515.3pp |
| Employer contribution / active EE | $1,171 | $3,216-63.6% | $2,485-52.9% | $4,779-75.5% |
| Participant deferral / active EE | $3,182 | $4,508-29.4% | $3,852-17.4% | $5,609-43.3% |
| Admin fee / account holder | $326 | $10,749-97.0% | $6,675-95.1% | $10,828-97.0% |