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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 | $66,236 | $67,411-1.7% | $91,004-27.2% | $70,126-5.5% |
| Participation rate | 94.2% | 71.4%+22.8pp | 75.6%+18.6pp | 69.5%+24.7pp |
| Annual return | 16.31% | -40.16%+56.5pp | 4.60%+11.7pp | 73.15%-56.8pp |
| Employer contribution / active EE | $1,060 | $1,786-40.6% | $2,456-56.8% | $2,343-54.7% |
| Participant deferral / active EE | $3,021 | $2,823+7.0% | $3,548-14.8% | $3,332-9.3% |
| Admin fee / account holder | $1,011 | $4,236-76.1% | $5,417-81.3% | $4,645-78.2% |