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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 | $57,806 | $67,411-14.2% | $91,004-36.5% | $70,126-17.6% |
| Participation rate | 80.0% | 71.4%+8.6pp | 75.6%+4.4pp | 69.5%+10.5pp |
| Annual return | 15.28% | -40.16%+55.4pp | 4.60%+10.7pp | 73.15%-57.9pp |
| Employer contribution / active EE | $0 | $1,786-100.0% | $2,456-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $2,654 | $2,823-6.0% | $3,548-25.2% | $3,332-20.3% |
| Admin fee / account holder | $10,244 | $4,236+141.8% | $5,417+89.1% | $4,645+120.5% |