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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 | $64,259 | $86,701-25.9% | $73,309-12.3% | $125,389-48.8% |
| Participation rate | 84.6% | 78.6%+6.0pp | 74.9%+9.7pp | 83.2%+1.4pp |
| Annual return | 1.91% | 2.78%-0.9pp | 5.67%-3.8pp | 282.24%-280.3pp |
| Employer contribution / active EE | $2,395 | $4,152-42.3% | $3,237-26.0% | $4,866-50.8% |
| Participant deferral / active EE | $4,237 | $5,549-23.7% | $4,991-15.1% | $5,352-20.8% |
| Admin fee / account holder | $461 | $7,768-94.1% | $5,635-91.8% | $9,541-95.2% |