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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 | $82,604 | $86,949-5.0% | $102,460-19.4% | $80,959+2.0% |
| Participation rate | 87.8% | 72.4%+15.5pp | 76.5%+11.3pp | 67.7%+20.2pp |
| Annual return | 0.00% | 18.89%-18.9pp | 29.47%-29.5pp | 35.67%-35.7pp |
| Employer contribution / active EE | $1,840 | $2,370-22.4% | $3,025-39.2% | $2,757-33.3% |
| Participant deferral / active EE | $3,775 | $4,121-8.4% | $5,056-25.3% | $4,300-12.2% |
| Admin fee / account holder | $1,339 | $8,048-83.4% | $9,460-85.8% | $6,925-80.7% |