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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 | $81,662 | $67,411+21.1% | $91,004-10.3% | $70,126+16.5% |
| Participation rate | 74.5% | 71.4%+3.1pp | 75.6%-1.1pp | 69.5%+5.0pp |
| Annual return | 14.06% | -40.16%+54.2pp | 4.60%+9.5pp | 73.15%-59.1pp |
| Employer contribution / active EE | $386 | $1,786-78.4% | $2,456-84.3% | $2,343-83.5% |
| Participant deferral / active EE | $3,563 | $2,823+26.2% | $3,548+0.4% | $3,332+6.9% |
| Admin fee / account holder | $890 | $4,236-79.0% | $5,417-83.6% | $4,645-80.8% |