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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 | $43,608 | $158,827-72.5% | $121,208-64.0% | $135,382-67.8% |
| Participation rate | 90.5% | 79.3%+11.2pp | 71.8%+18.7pp | 82.6%+7.8pp |
| Annual return | 2.64% | -0.64%+3.3pp | 16.93%-14.3pp | 519.77%-517.1pp |
| Employer contribution / active EE | $1,627 | $5,666-71.3% | $4,023-59.6% | $4,779-66.0% |
| Participant deferral / active EE | $4,669 | $4,006+16.6% | $3,345+39.6% | $5,609-16.7% |
| Admin fee / account holder | $4,633 | $6,514-28.9% | $5,020-7.7% | $10,829-57.2% |