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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 | $69,926 | $61,815+13.1% | $97,295-28.1% | $80,959-13.6% |
| Participation rate | 90.2% | 63.5%+26.7pp | 72.7%+17.5pp | 67.7%+22.5pp |
| Annual return | 12.94% | -558.73%+571.7pp | 75.62%-62.7pp | 35.67%-22.7pp |
| Employer contribution / active EE | $1,608 | $1,836-12.4% | $2,723-40.9% | $2,757-41.7% |
| Participant deferral / active EE | $3,183 | $3,027+5.1% | $4,264-25.4% | $4,300-26.0% |
| Admin fee / account holder | $961 | $5,166-81.4% | $5,646-83.0% | $6,925-86.1% |