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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 | $109,214 | $86,701+26.0% | $73,309+49.0% | $125,389-12.9% |
| Participation rate | 75.0% | 78.6%-3.6pp | 74.9%+0.1pp | 83.2%-8.2pp |
| Annual return | 0.16% | 2.78%-2.6pp | 5.67%-5.5pp | 282.24%-282.1pp |
| Employer contribution / active EE | $1,498 | $4,152-63.9% | $3,237-53.7% | $4,866-69.2% |
| Participant deferral / active EE | $5,715 | $5,549+3.0% | $4,991+14.5% | $5,352+6.8% |
| Admin fee / account holder | $6,328 | $7,768-18.5% | $5,635+12.3% | $9,541-33.7% |