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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 | $72,795 | $69,977+4.0% | $108,582-33.0% | $62,881+15.8% |
| Participation rate | 81.0% | 72.9%+8.1pp | 79.6%+1.4pp | 69.3%+11.6pp |
| Annual return | 9.10% | 10.73%-1.6pp | -51.70%+60.8pp | 20.14%-11.0pp |
| Employer contribution / active EE | $0 | $2,135-100.0% | $3,758-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,555 | $3,165-19.3% | $4,311-40.7% | $3,203-20.2% |
| Admin fee / account holder | $551 | $5,076-89.2% | $7,645-92.8% | $4,296-87.2% |