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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 | $54,972 | $87,546-37.2% | $75,784-27.5% | $125,389-56.2% |
| Participation rate | 86.4% | 80.2%+6.2pp | 75.8%+10.5pp | 83.2%+3.2pp |
| Annual return | 1.26% | 13.49%-12.2pp | 9.68%-8.4pp | 282.24%-281.0pp |
| Employer contribution / active EE | $1,051 | $3,930-73.2% | $3,323-68.4% | $4,866-78.4% |
| Participant deferral / active EE | $4,827 | $4,230+14.1% | $3,652+32.2% | $5,352-9.8% |
| Admin fee / account holder | $7,229 | $6,503+11.2% | $5,300+36.4% | $9,541-24.2% |