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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 | $67,822 | $113,941-40.5% | $94,229-28.0% | $125,389-45.9% |
| Participation rate | 88.2% | 82.9%+5.3pp | 78.8%+9.5pp | 83.2%+5.0pp |
| Annual return | 0.35% | 5.29%-4.9pp | 10.68%-10.3pp | 282.24%-281.9pp |
| Employer contribution / active EE | $1,319 | $4,727-72.1% | $3,587-63.2% | $4,866-72.9% |
| Participant deferral / active EE | $7,185 | $5,179+38.7% | $4,320+66.3% | $5,352+34.3% |
| Admin fee / account holder | $29,019 | $8,392+245.8% | $6,269+362.9% | $9,541+204.2% |