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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 | $33,134 | $67,411-50.8% | $91,004-63.6% | $70,126-52.8% |
| Participation rate | 76.7% | 71.4%+5.3pp | 75.6%+1.1pp | 69.5%+7.1pp |
| Annual return | 18.05% | -40.16%+58.2pp | 4.60%+13.5pp | 73.15%-55.1pp |
| Employer contribution / active EE | $1,566 | $1,786-12.3% | $2,456-36.2% | $2,343-33.2% |
| Participant deferral / active EE | $2,546 | $2,823-9.8% | $3,548-28.2% | $3,332-23.6% |
| Admin fee / account holder | $410 | $4,236-90.3% | $5,417-92.4% | $4,645-91.2% |