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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 | $75,130 | $69,977+7.4% | $108,582-30.8% | $62,881+19.5% |
| Participation rate | 98.2% | 72.9%+25.3pp | 79.6%+18.6pp | 69.3%+28.9pp |
| Annual return | 7.49% | 10.73%-3.2pp | -51.70%+59.2pp | 20.14%-12.7pp |
| Employer contribution / active EE | $909 | $2,135-57.4% | $3,758-75.8% | $2,281-60.1% |
| Participant deferral / active EE | $0 | $3,165-100.0% | $4,311-100.0% | $3,203-100.0% |
| Admin fee / account holder | $2,433 | $5,076-52.1% | $7,645-68.2% | $4,296-43.4% |