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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 | $72,050 | $59,834+20.4% | $79,576-9.5% | $68,495+5.2% |
| Participation rate | 74.1% | 61.1%+13.0pp | 69.5%+4.6pp | 67.9%+6.2pp |
| Annual return | 30.72% | -12.30%+43.0pp | 0.15%+30.6pp | -7.84%+38.6pp |
| Employer contribution / active EE | $1,184 | $1,505-21.3% | $2,413-50.9% | $2,596-54.4% |
| Participant deferral / active EE | $4,066 | $3,024+34.4% | $3,985+2.0% | $4,028+1.0% |
| Admin fee / account holder | $19,336 | $4,835+299.9% | $6,834+182.9% | $5,403+257.9% |