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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 | $62,973 | $67,411-6.6% | $91,004-30.8% | $70,126-10.2% |
| Participation rate | 98.3% | 71.4%+26.9pp | 75.6%+22.7pp | 69.5%+28.7pp |
| Annual return | 16.43% | -40.16%+56.6pp | 4.60%+11.8pp | 73.15%-56.7pp |
| Employer contribution / active EE | $1,757 | $1,786-1.6% | $2,456-28.5% | $2,343-25.0% |
| Participant deferral / active EE | $3,163 | $2,823+12.0% | $3,548-10.8% | $3,332-5.1% |
| Admin fee / account holder | $3,692 | $4,236-12.8% | $5,417-31.8% | $4,645-20.5% |