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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 | $70,572 | $69,977+0.8% | $108,582-35.0% | $62,881+12.2% |
| Participation rate | 84.6% | 72.9%+11.7pp | 79.6%+5.0pp | 69.3%+15.3pp |
| Annual return | 6.05% | 10.73%-4.7pp | -51.70%+57.8pp | 20.14%-14.1pp |
| Employer contribution / active EE | $1,647 | $2,135-22.9% | $3,758-56.2% | $2,281-27.8% |
| Participant deferral / active EE | $4,065 | $3,165+28.4% | $4,311-5.7% | $3,203+26.9% |
| Admin fee / account holder | $3,982 | $5,076-21.6% | $7,645-47.9% | $4,296-7.3% |