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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 | $27,128 | $67,411-59.8% | $91,004-70.2% | $70,126-61.3% |
| Participation rate | 75.7% | 71.4%+4.3pp | 75.6%+0.1pp | 69.5%+6.2pp |
| Annual return | 17.63% | -40.16%+57.8pp | 4.60%+13.0pp | 73.15%-55.5pp |
| Employer contribution / active EE | $948 | $1,786-46.9% | $2,456-61.4% | $2,343-59.5% |
| Participant deferral / active EE | $1,911 | $2,823-32.3% | $3,548-46.1% | $3,332-42.6% |
| Admin fee / account holder | $2,177 | $4,236-48.6% | $5,417-59.8% | $4,645-53.1% |