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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 | $51,094 | $81,870-37.6% | $119,634-57.3% | $68,490-25.4% |
| Participation rate | 80.0% | 71.9%+8.1pp | 79.3%+0.7pp | 67.9%+12.1pp |
| Annual return | 1.77% | -23.82%+25.6pp | -14.98%+16.8pp | -7.85%+9.6pp |
| Employer contribution / active EE | $3,009 | $2,692+11.8% | $4,232-28.9% | $2,597+15.9% |
| Participant deferral / active EE | $3,426 | $4,148-17.4% | $5,601-38.8% | $4,028-14.9% |
| Admin fee / account holder | $616 | $6,583-90.6% | $10,329-94.0% | $5,403-88.6% |