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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 | $70,212 | $69,977+0.3% | $108,582-35.3% | $62,881+11.7% |
| Participation rate | 79.1% | 72.9%+6.2pp | 79.6%-0.5pp | 69.3%+9.8pp |
| Annual return | 8.69% | 10.73%-2.0pp | -51.70%+60.4pp | 20.14%-11.5pp |
| Employer contribution / active EE | $1,028 | $2,135-51.9% | $3,758-72.7% | $2,281-54.9% |
| Participant deferral / active EE | $5,421 | $3,165+71.3% | $4,311+25.8% | $3,203+69.3% |
| Admin fee / account holder | $13,895 | $5,076+173.7% | $7,645+81.8% | $4,296+223.5% |