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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 | $63,824 | $69,977-8.8% | $108,582-41.2% | $62,881+1.5% |
| Participation rate | 72.4% | 72.9%-0.5pp | 79.6%-7.2pp | 69.3%+3.1pp |
| Annual return | 11.36% | 10.73%+0.6pp | -51.70%+63.1pp | 20.14%-8.8pp |
| Employer contribution / active EE | $2,006 | $2,135-6.0% | $3,758-46.6% | $2,281-12.0% |
| Participant deferral / active EE | $7,010 | $3,165+121.5% | $4,311+62.6% | $3,203+118.9% |
| Admin fee / account holder | $3,746 | $5,076-26.2% | $7,645-51.0% | $4,296-12.8% |