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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 | $43,687 | $92,219-52.6% | $76,768-43.1% | $135,379-67.7% |
| Participation rate | 90.0% | 79.8%+10.2pp | 77.0%+13.0pp | 82.6%+7.4pp |
| Annual return | 4.71% | 5.46%-0.8pp | 2.43%+2.3pp | 519.79%-515.1pp |
| Employer contribution / active EE | $2,357 | $3,216-26.7% | $2,485-5.2% | $4,779-50.7% |
| Participant deferral / active EE | $3,498 | $4,508-22.4% | $3,852-9.2% | $5,609-37.6% |
| Admin fee / account holder | $133,641 | $10,749+1143.3% | $6,675+1902.1% | $10,828+1134.2% |