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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 | $72,994 | $107,809-32.3% | $90,657-19.5% | $135,380-46.1% |
| Participation rate | 91.7% | 78.0%+13.6pp | 74.0%+17.6pp | 82.6%+9.0pp |
| Annual return | 0.09% | -0.90%+1.0pp | 1.89%-1.8pp | 519.81%-519.7pp |
| Employer contribution / active EE | $1,725 | $3,018-42.8% | $2,532-31.9% | $4,779-63.9% |
| Participant deferral / active EE | $3,428 | $3,872-11.5% | $3,424+0.1% | $5,609-38.9% |
| Admin fee / account holder | $3,568 | $5,931-39.8% | $4,994-28.6% | $10,828-67.0% |