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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 | $54,266 | $86,701-37.4% | $73,309-26.0% | $125,389-56.7% |
| Participation rate | 85.7% | 78.6%+7.1pp | 74.9%+10.8pp | 83.2%+2.5pp |
| Annual return | 0.19% | 2.78%-2.6pp | 5.67%-5.5pp | 282.24%-282.1pp |
| Employer contribution / active EE | $2,182 | $4,152-47.5% | $3,237-32.6% | $4,866-55.2% |
| Participant deferral / active EE | $2,636 | $5,549-52.5% | $4,991-47.2% | $5,352-50.8% |
| Admin fee / account holder | $2,539 | $7,768-67.3% | $5,635-54.9% | $9,541-73.4% |