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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 | $30,751 | $69,977-56.1% | $108,582-71.7% | $62,881-51.1% |
| Participation rate | 71.1% | 72.9%-1.8pp | 79.6%-8.5pp | 69.3%+1.7pp |
| Annual return | 5.69% | 10.73%-5.0pp | -51.70%+57.4pp | 20.14%-14.5pp |
| Employer contribution / active EE | $1,093 | $2,135-48.8% | $3,758-70.9% | $2,281-52.1% |
| Participant deferral / active EE | $1,796 | $3,165-43.2% | $4,311-58.3% | $3,203-43.9% |
| Admin fee / account holder | $2,229 | $5,076-56.1% | $7,645-70.8% | $4,296-48.1% |