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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 | $86,709 | $113,941-23.9% | $94,228-8.0% | $125,388-30.8% |
| Participation rate | 94.4% | 82.9%+11.6pp | 78.8%+15.7pp | 83.2%+11.3pp |
| Annual return | 1.96% | 5.29%-3.3pp | 10.68%-8.7pp | 282.24%-280.3pp |
| Employer contribution / active EE | $2,294 | $4,727-51.5% | $3,587-36.0% | $4,866-52.9% |
| Participant deferral / active EE | $5,438 | $5,179+5.0% | $4,320+25.9% | $5,352+1.6% |
| Admin fee / account holder | $5,688 | $8,392-32.2% | $6,269-9.3% | $9,541-40.4% |