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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 | $71,952 | $67,411+6.7% | $91,004-20.9% | $70,126+2.6% |
| Participation rate | 73.9% | 71.4%+2.5pp | 75.6%-1.7pp | 69.5%+4.4pp |
| Annual return | 16.42% | -40.16%+56.6pp | 4.60%+11.8pp | 73.15%-56.7pp |
| Employer contribution / active EE | $626 | $1,786-65.0% | $2,456-74.5% | $2,343-73.3% |
| Participant deferral / active EE | $2,526 | $2,823-10.5% | $3,548-28.8% | $3,332-24.2% |
| Admin fee / account holder | $1,016 | $4,236-76.0% | $5,417-81.2% | $4,645-78.1% |