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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 | $73,008 | $69,977+4.3% | $108,582-32.8% | $62,881+16.1% |
| Participation rate | 85.4% | 72.9%+12.5pp | 79.6%+5.8pp | 69.3%+16.1pp |
| Annual return | 7.00% | 10.73%-3.7pp | -51.70%+58.7pp | 20.14%-13.1pp |
| Employer contribution / active EE | $501 | $2,135-76.5% | $3,758-86.7% | $2,281-78.0% |
| Participant deferral / active EE | $2,585 | $3,165-18.3% | $4,311-40.0% | $3,203-19.3% |
| Admin fee / account holder | $7,798 | $5,076+53.6% | $7,645+2.0% | $4,296+81.5% |