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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 | $70,397 | $67,411+4.4% | $91,004-22.6% | $70,126+0.4% |
| Participation rate | 75.8% | 71.4%+4.4pp | 75.6%+0.2pp | 69.5%+6.3pp |
| Annual return | 17.64% | -40.16%+57.8pp | 4.60%+13.0pp | 73.15%-55.5pp |
| Employer contribution / active EE | $1,680 | $1,786-6.0% | $2,456-31.6% | $2,343-28.3% |
| Participant deferral / active EE | $3,169 | $2,823+12.3% | $3,548-10.7% | $3,332-4.9% |
| Admin fee / account holder | $1,928 | $4,236-54.5% | $5,417-64.4% | $4,645-58.5% |