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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 | $55,586 | $99,345-44.0% | $84,753-34.4% | $273,972-79.7% |
| Participation rate | 80.0% | 80.7%-0.7pp | 76.6%+3.4pp | 83.0%-3.0pp |
| Annual return | 2.95% | 22.93%-20.0pp | 22.78%-19.8pp | 41.46%-38.5pp |
| Employer contribution / active EE | $1,017 | $4,214-75.9% | $3,574-71.5% | $4,869-79.1% |
| Participant deferral / active EE | $2,805 | $4,270-34.3% | $3,712-24.4% | $5,287-46.9% |
| Admin fee / account holder | $35,567 | $6,645+435.2% | $5,333+566.9% | $10,133+251.0% |