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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 | $73,988 | $69,977+5.7% | $108,582-31.9% | $62,881+17.7% |
| Participation rate | 81.1% | 72.9%+8.2pp | 79.6%+1.6pp | 69.3%+11.8pp |
| Annual return | 6.42% | 10.73%-4.3pp | -51.70%+58.1pp | 20.14%-13.7pp |
| Employer contribution / active EE | $1,957 | $2,135-8.3% | $3,758-47.9% | $2,281-14.2% |
| Participant deferral / active EE | $3,495 | $3,165+10.4% | $4,311-18.9% | $3,203+9.1% |
| Admin fee / account holder | $1,480 | $5,076-70.8% | $7,645-80.6% | $4,296-65.5% |