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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 | $51,799 | $69,977-26.0% | $108,582-52.3% | $62,881-17.6% |
| Participation rate | 80.6% | 72.9%+7.7pp | 79.6%+1.1pp | 69.3%+11.3pp |
| Annual return | 6.15% | 10.73%-4.6pp | -51.70%+57.8pp | 20.14%-14.0pp |
| Employer contribution / active EE | $1,358 | $2,135-36.4% | $3,758-63.9% | $2,281-40.5% |
| Participant deferral / active EE | $3,129 | $3,165-1.1% | $4,311-27.4% | $3,203-2.3% |
| Admin fee / account holder | $1,837 | $5,076-63.8% | $7,645-76.0% | $4,296-57.2% |