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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 | $86,922-5.0% | $102,438-19.4% | $80,874+2.1% |
| Participation rate | 87.8% | 72.4%+15.5pp | 76.5%+11.3pp | 67.6%+20.2pp |
| Annual return | 0.00% | 18.90%-18.9pp | 29.37%-29.4pp | 35.62%-35.6pp |
| Employer contribution / active EE | $1,840 | $2,369-22.3% | $3,024-39.1% | $2,756-33.2% |
| Participant deferral / active EE | $3,775 | $4,119-8.4% | $5,054-25.3% | $4,297-12.2% |
| Admin fee / account holder | $1,339 | $8,050-83.4% | $9,448-85.8% | $6,935-80.7% |