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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 | $78,865 | $75,828+4.0% | $147,617-46.6% | $59,632+32.3% |
| Participation rate | 87.0% | 71.6%+15.4pp | 84.6%+2.3pp | 68.7%+18.3pp |
| Annual return | 0.38% | 0.37%0pp | 61.98%-61.6pp | 2041.32%-2040.9pp |
| Employer contribution / active EE | $2,821 | $3,485-19.1% | $5,565-49.3% | $2,203+28.1% |
| Participant deferral / active EE | $5,009 | $3,130+60.0% | $4,895+2.3% | $3,192+56.9% |
| Admin fee / account holder | $2,645 | $5,985-55.8% | $11,611-77.2% | $4,297-38.4% |