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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 | $83,804 | $99,032-15.4% | $80,022+4.7% | $135,379-38.1% |
| Participation rate | 89.5% | 78.4%+11.1pp | 75.8%+13.6pp | 82.6%+6.8pp |
| Annual return | 1.63% | 15.39%-13.8pp | 11.22%-9.6pp | 519.79%-518.2pp |
| Employer contribution / active EE | $638 | $3,043-79.0% | $2,468-74.2% | $4,779-86.7% |
| Participant deferral / active EE | $5,120 | $4,282+19.6% | $3,686+38.9% | $5,609-8.7% |
| Admin fee / account holder | $751 | $10,436-92.8% | $6,521-88.5% | $10,828-93.1% |