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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 | $31,298 | $77,638-59.7% | $156,551-80.0% | $62,881-50.2% |
| Participation rate | 90.5% | 71.2%+19.3pp | 84.0%+6.5pp | 69.3%+21.2pp |
| Annual return | 13.02% | 50.33%-37.3pp | 32.23%-19.2pp | 20.14%-7.1pp |
| Employer contribution / active EE | $617 | $3,444-82.1% | $5,501-88.8% | $2,281-73.0% |
| Participant deferral / active EE | $2,774 | $3,046-8.9% | $4,871-43.0% | $3,203-13.4% |
| Admin fee / account holder | $12,450 | $5,561+123.9% | $13,028-4.4% | $4,296+189.8% |