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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 | $58,837 | $69,977-15.9% | $108,582-45.8% | $62,881-6.4% |
| Participation rate | 82.5% | 72.9%+9.6pp | 79.6%+2.9pp | 69.3%+13.2pp |
| Annual return | 6.98% | 10.73%-3.7pp | -51.70%+58.7pp | 20.14%-13.2pp |
| Employer contribution / active EE | $1,095 | $2,135-48.7% | $3,758-70.9% | $2,281-52.0% |
| Participant deferral / active EE | $3,574 | $3,165+12.9% | $4,311-17.1% | $3,203+11.6% |
| Admin fee / account holder | $10,680 | $5,076+110.4% | $7,645+39.7% | $4,296+148.6% |