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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 | $61,094 | $67,411-9.4% | $91,004-32.9% | $70,126-12.9% |
| Participation rate | 87.9% | 71.4%+16.5pp | 75.6%+12.3pp | 69.5%+18.3pp |
| Annual return | 17.72% | -40.16%+57.9pp | 4.60%+13.1pp | 73.15%-55.4pp |
| Employer contribution / active EE | $1,084 | $1,786-39.3% | $2,456-55.9% | $2,343-53.7% |
| Participant deferral / active EE | $1,942 | $2,823-31.2% | $3,548-45.3% | $3,332-41.7% |
| Admin fee / account holder | $1,807 | $4,236-57.3% | $5,417-66.6% | $4,645-61.1% |