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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 | $63,461 | $67,411-5.9% | $91,004-30.3% | $70,126-9.5% |
| Participation rate | 80.3% | 71.4%+8.9pp | 75.6%+4.7pp | 69.5%+10.7pp |
| Annual return | 20.62% | -40.16%+60.8pp | 4.60%+16.0pp | 73.15%-52.5pp |
| Employer contribution / active EE | $777 | $1,786-56.5% | $2,456-68.4% | $2,343-66.8% |
| Participant deferral / active EE | $3,190 | $2,823+13.0% | $3,548-10.1% | $3,332-4.2% |
| Admin fee / account holder | $2,783 | $4,236-34.3% | $5,417-48.6% | $4,645-40.1% |