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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 | $86,213 | $67,411+27.9% | $91,004-5.3% | $70,126+22.9% |
| Participation rate | 81.5% | 71.4%+10.1pp | 75.6%+5.9pp | 69.5%+11.9pp |
| Annual return | 15.50% | -40.16%+55.7pp | 4.60%+10.9pp | 73.15%-57.7pp |
| Employer contribution / active EE | $0 | $1,786-100.0% | $2,456-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $3,736 | $2,823+32.4% | $3,548+5.3% | $3,332+12.1% |
| Admin fee / account holder | $3,634 | $4,236-14.2% | $5,417-32.9% | $4,645-21.8% |