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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 | $57,976 | $67,411-14.0% | $91,004-36.3% | $70,126-17.3% |
| Participation rate | 82.5% | 71.4%+11.1pp | 75.6%+6.9pp | 69.5%+12.9pp |
| Annual return | 13.65% | -40.16%+53.8pp | 4.60%+9.1pp | 73.15%-59.5pp |
| Employer contribution / active EE | $373 | $1,786-79.1% | $2,456-84.8% | $2,343-84.1% |
| Participant deferral / active EE | $2,085 | $2,823-26.1% | $3,548-41.2% | $3,332-37.4% |
| Admin fee / account holder | $1,434 | $4,236-66.1% | $5,417-73.5% | $4,645-69.1% |