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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 | $74,063 | $69,977+5.8% | $108,582-31.8% | $62,881+17.8% |
| Participation rate | 85.4% | 72.9%+12.5pp | 79.6%+5.8pp | 69.3%+16.1pp |
| Annual return | 6.34% | 10.73%-4.4pp | -51.70%+58.0pp | 20.14%-13.8pp |
| Employer contribution / active EE | $2,422 | $2,135+13.5% | $3,758-35.5% | $2,281+6.2% |
| Participant deferral / active EE | $2,940 | $3,165-7.1% | $4,311-31.8% | $3,203-8.2% |
| Admin fee / account holder | $1,206 | $5,076-76.2% | $7,645-84.2% | $4,296-71.9% |