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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 | $33,442 | $67,411-50.4% | $91,004-63.3% | $70,126-52.3% |
| Participation rate | 70.7% | 71.4%-0.6pp | 75.6%-4.9pp | 69.5%+1.2pp |
| Annual return | 19.94% | -40.16%+60.1pp | 4.60%+15.3pp | 73.15%-53.2pp |
| Employer contribution / active EE | $881 | $1,786-50.6% | $2,456-64.1% | $2,343-62.4% |
| Participant deferral / active EE | $1,786 | $2,823-36.7% | $3,548-49.7% | $3,332-46.4% |
| Admin fee / account holder | $1,857 | $4,236-56.2% | $5,417-65.7% | $4,645-60.0% |