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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 | $64,013 | $69,977-8.5% | $108,582-41.0% | $62,881+1.8% |
| Participation rate | 96.3% | 72.9%+23.4pp | 79.6%+16.7pp | 69.3%+27.0pp |
| Annual return | 7.09% | 10.73%-3.6pp | -51.70%+58.8pp | 20.14%-13.0pp |
| Employer contribution / active EE | $2,188 | $2,135+2.5% | $3,758-41.8% | $2,281-4.1% |
| Participant deferral / active EE | $6,463 | $3,165+104.2% | $4,311+49.9% | $3,203+101.8% |
| Admin fee / account holder | $2,708 | $5,076-46.7% | $7,645-64.6% | $4,296-37.0% |