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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 | $37,872 | $67,411-43.8% | $91,004-58.4% | $70,126-46.0% |
| Participation rate | 82.1% | 71.4%+10.7pp | 75.6%+6.4pp | 69.5%+12.5pp |
| Annual return | 12.78% | -40.16%+52.9pp | 4.60%+8.2pp | 73.15%-60.4pp |
| Employer contribution / active EE | $1,545 | $1,786-13.5% | $2,456-37.1% | $2,343-34.1% |
| Participant deferral / active EE | $2,063 | $2,823-26.9% | $3,548-41.8% | $3,332-38.1% |
| Admin fee / account holder | $2,616 | $4,236-38.2% | $5,417-51.7% | $4,645-43.7% |