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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 | $58,391 | $97,881-40.3% | $80,004-27.0% | $125,389-53.4% |
| Participation rate | 88.9% | 77.9%+11.0pp | 73.0%+15.9pp | 83.2%+5.7pp |
| Annual return | 6.35% | 9.36%-3.0pp | 7.63%-1.3pp | 282.24%-275.9pp |
| Employer contribution / active EE | $1,230 | $3,128-60.7% | $2,473-50.3% | $4,866-74.7% |
| Participant deferral / active EE | $2,869 | $3,744-23.4% | $3,204-10.5% | $5,352-46.4% |
| Admin fee / account holder | $386 | $6,278-93.8% | $5,033-92.3% | $9,541-96.0% |