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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 | $57,559 | $75,935-24.2% | $60,547-4.9% | $125,389-54.1% |
| Participation rate | 91.7% | 76.5%+15.1pp | 68.0%+23.7pp | 83.2%+8.5pp |
| Annual return | 1.37% | -5.38%+6.7pp | 335.64%-334.3pp | 282.24%-280.9pp |
| Employer contribution / active EE | $649 | $3,438-81.1% | $2,419-73.2% | $4,866-86.7% |
| Participant deferral / active EE | $4,795 | $4,506+6.4% | $3,328+44.1% | $5,352-10.4% |
| Admin fee / account holder | $2,147 | $6,768-68.3% | $4,536-52.7% | $9,541-77.5% |