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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 | $51,559 | $93,346-44.8% | $71,796-28.2% | $273,972-81.2% |
| Participation rate | 80.0% | 76.5%+3.5pp | 69.1%+10.9pp | 83.0%-3.0pp |
| Annual return | 4.02% | 130.39%-126.4pp | 78.04%-74.0pp | 41.46%-37.4pp |
| Employer contribution / active EE | $1,891 | $2,733-30.8% | $1,924-1.7% | $4,869-61.2% |
| Participant deferral / active EE | $2,575 | $3,475-25.9% | $2,794-7.9% | $5,287-51.3% |
| Admin fee / account holder | $353 | $6,571-94.6% | $4,815-92.7% | $10,133-96.5% |