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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 | $58,092 | $64,719-10.2% | $112,249-48.2% | $68,486-15.2% |
| Participation rate | 89.7% | 67.2%+22.5pp | 75.1%+14.6pp | 67.9%+21.8pp |
| Annual return | 10.53% | -11.40%+21.9pp | 27.48%-16.9pp | -7.85%+18.4pp |
| Employer contribution / active EE | $3,487 | $2,747+27.0% | $3,636-4.1% | $2,597+34.3% |
| Participant deferral / active EE | $0 | $3,565-100.0% | $4,729-100.0% | $4,028-100.0% |
| Admin fee / account holder | $3,264 | $5,232-37.6% | $6,412-49.1% | $5,404-39.6% |