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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 | $61,740 | $69,977-11.8% | $108,582-43.1% | $62,881-1.8% |
| Participation rate | 87.5% | 72.9%+14.6pp | 79.6%+7.9pp | 69.3%+18.2pp |
| Annual return | 7.64% | 10.73%-3.1pp | -51.70%+59.3pp | 20.14%-12.5pp |
| Employer contribution / active EE | $739 | $2,135-65.4% | $3,758-80.3% | $2,281-67.6% |
| Participant deferral / active EE | $5,061 | $3,165+59.9% | $4,311+17.4% | $3,203+58.0% |
| Admin fee / account holder | $5,952 | $5,076+17.3% | $7,645-22.1% | $4,296+38.6% |