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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 | $63,073 | $67,411-6.4% | $91,004-30.7% | $70,131-10.1% |
| Participation rate | 82.4% | 71.4%+11.0pp | 75.6%+6.7pp | 69.5%+12.8pp |
| Annual return | 21.47% | -40.16%+61.6pp | 4.60%+16.9pp | 73.14%-51.7pp |
| Employer contribution / active EE | $709 | $1,786-60.3% | $2,456-71.1% | $2,342-69.7% |
| Participant deferral / active EE | $2,725 | $2,823-3.5% | $3,548-23.2% | $3,332-18.2% |
| Admin fee / account holder | $1,129 | $4,236-73.4% | $5,417-79.2% | $4,645-75.7% |