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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 | $84,194 | $83,908+0.3% | $68,509+22.9% | $125,389-32.9% |
| Participation rate | 94.1% | 78.2%+15.9pp | 74.7%+19.4pp | 83.2%+10.9pp |
| Annual return | 0.87% | 14.48%-13.6pp | 8.27%-7.4pp | 282.24%-281.4pp |
| Employer contribution / active EE | $1,780 | $3,031-41.3% | $2,278-21.8% | $4,866-63.4% |
| Participant deferral / active EE | $1,531 | $4,125-62.9% | $3,382-54.7% | $5,352-71.4% |
| Admin fee / account holder | $10,534 | $8,982+17.3% | $5,275+99.7% | $9,541+10.4% |