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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 | $66,969 | $167,533-60.0% | $151,645-55.8% | $134,545-50.2% |
| Participation rate | 86.7% | 88.4%-1.7pp | 87.5%-0.8pp | 81.2%+5.4pp |
| Annual return | 0.53% | 7.81%-7.3pp | 3.34%-2.8pp | 418.37%-417.8pp |
| Employer contribution / active EE | $2,778 | $6,828-59.3% | $6,165-54.9% | $4,742-41.4% |
| Participant deferral / active EE | $5,510 | $8,985-38.7% | $8,363-34.1% | $6,401-13.9% |
| Admin fee / account holder | $658 | $13,781-95.2% | $11,614-94.3% | $11,431-94.2% |