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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 | $63,762 | $69,977-8.9% | $108,582-41.3% | $62,881+1.4% |
| Participation rate | 75.5% | 72.9%+2.6pp | 79.6%-4.1pp | 69.3%+6.2pp |
| Annual return | 5.63% | 10.73%-5.1pp | -51.70%+57.3pp | 20.14%-14.5pp |
| Employer contribution / active EE | $864 | $2,135-59.5% | $3,758-77.0% | $2,281-62.1% |
| Participant deferral / active EE | $4,416 | $3,165+39.5% | $4,311+2.4% | $3,203+37.9% |
| Admin fee / account holder | $3,341 | $5,076-34.2% | $7,645-56.3% | $4,296-22.2% |