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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 | $70,553 | $72,404-2.6% | $110,243-36.0% | $64,173+9.9% |
| Participation rate | 79.4% | 73.3%+6.1pp | 79.8%-0.4pp | 69.6%+9.8pp |
| Annual return | 9.34% | -6.29%+15.6pp | 314.76%-305.4pp | 7.63%+1.7pp |
| Employer contribution / active EE | $1,045 | $2,282-54.2% | $3,827-72.7% | $2,381-56.1% |
| Participant deferral / active EE | $2,579 | $3,469-25.7% | $4,672-44.8% | $3,470-25.7% |
| Admin fee / account holder | $2,416 | $5,664-57.3% | $8,548-71.7% | $4,887-50.6% |