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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 | $64,398 | $69,977-8.0% | $108,582-40.7% | $62,881+2.4% |
| Participation rate | 88.1% | 72.9%+15.2pp | 79.6%+8.6pp | 69.3%+18.8pp |
| Annual return | 6.80% | 10.73%-3.9pp | -51.70%+58.5pp | 20.14%-13.3pp |
| Employer contribution / active EE | $639 | $2,135-70.1% | $3,758-83.0% | $2,281-72.0% |
| Participant deferral / active EE | $3,186 | $3,165+0.7% | $4,311-26.1% | $3,203-0.5% |
| Admin fee / account holder | $644 | $5,076-87.3% | $7,645-91.6% | $4,296-85.0% |