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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 | $76,400 | $72,404+5.5% | $110,243-30.7% | $64,173+19.1% |
| Participation rate | 70.0% | 73.3%-3.3pp | 79.8%-9.8pp | 69.6%+0.4pp |
| Annual return | 2.02% | -6.29%+8.3pp | 314.76%-312.7pp | 7.63%-5.6pp |
| Employer contribution / active EE | $771 | $2,282-66.2% | $3,827-79.9% | $2,381-67.6% |
| Participant deferral / active EE | $4,159 | $3,469+19.9% | $4,672-11.0% | $3,470+19.9% |
| Admin fee / account holder | $19,567 | $5,664+245.4% | $8,548+128.9% | $4,887+300.4% |