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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 | $66,452 | $67,411-1.4% | $91,004-27.0% | $70,126-5.2% |
| Participation rate | 81.7% | 71.4%+10.3pp | 75.6%+6.1pp | 69.5%+12.1pp |
| Annual return | 20.72% | -40.16%+60.9pp | 4.60%+16.1pp | 73.15%-52.4pp |
| Employer contribution / active EE | $426 | $1,786-76.1% | $2,456-82.6% | $2,343-81.8% |
| Participant deferral / active EE | $2,181 | $2,823-22.7% | $3,548-38.5% | $3,332-34.5% |
| Admin fee / account holder | $7,015 | $4,236+65.6% | $5,417+29.5% | $4,645+51.0% |