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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 | $53,422 | $77,817-31.3% | $123,553-56.8% | $64,173-16.8% |
| Participation rate | 87.8% | 74.7%+13.1pp | 82.3%+5.5pp | 69.6%+18.2pp |
| Annual return | 1.42% | 12.49%-11.1pp | 119.21%-117.8pp | 7.63%-6.2pp |
| Employer contribution / active EE | $3,415 | $3,014+13.3% | $4,628-26.2% | $2,381+43.4% |
| Participant deferral / active EE | $6,593 | $5,240+25.8% | $6,426+2.6% | $3,470+90.0% |
| Admin fee / account holder | $1,404 | $5,519-74.6% | $9,284-84.9% | $4,887-71.3% |