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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 | $92,230 | $69,977+31.8% | $108,582-15.1% | $62,881+46.7% |
| Participation rate | 97.2% | 72.9%+24.3pp | 79.6%+17.7pp | 69.3%+27.9pp |
| Annual return | 5.55% | 10.73%-5.2pp | -51.70%+57.2pp | 20.14%-14.6pp |
| Employer contribution / active EE | $496 | $2,135-76.8% | $3,758-86.8% | $2,281-78.3% |
| Participant deferral / active EE | $4,053 | $3,165+28.1% | $4,311-6.0% | $3,203+26.5% |
| Admin fee / account holder | $1,075 | $5,076-78.8% | $7,645-85.9% | $4,296-75.0% |