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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 | $65,190 | $69,977-6.8% | $108,582-40.0% | $62,881+3.7% |
| Participation rate | 74.5% | 72.9%+1.6pp | 79.6%-5.0pp | 69.3%+5.2pp |
| Annual return | 8.25% | 10.73%-2.5pp | -51.70%+59.9pp | 20.14%-11.9pp |
| Employer contribution / active EE | $0 | $2,135-100.0% | $3,758-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $5,857 | $3,165+85.1% | $4,311+35.9% | $3,203+82.9% |
| Admin fee / account holder | $4,060 | $5,076-20.0% | $7,645-46.9% | $4,296-5.5% |