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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 | $65,518 | $64,729+1.2% | $112,263-41.6% | $68,490-4.3% |
| Participation rate | 88.2% | 67.2%+21.1pp | 75.1%+13.2pp | 67.9%+20.3pp |
| Annual return | 7.16% | -11.40%+18.6pp | 27.49%-20.3pp | -7.85%+15.0pp |
| Employer contribution / active EE | $1,046 | $2,746-61.9% | $3,636-71.2% | $2,597-59.7% |
| Participant deferral / active EE | $2,497 | $3,566-30.0% | $4,729-47.2% | $4,028-38.0% |
| Admin fee / account holder | $5,152 | $5,222-1.3% | $6,410-19.6% | $5,403-4.6% |