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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 | $59,924 | $99,380-39.7% | $90,312-33.6% | $155,188-61.4% |
| Participation rate | 90.9% | 77.3%+13.6pp | 72.9%+18.0pp | 80.8%+10.1pp |
| Annual return | 12.09% | 19.35%-7.3pp | 18.90%-6.8pp | 148.84%-136.7pp |
| Employer contribution / active EE | $341 | $2,390-85.7% | $2,243-84.8% | $4,248-92.0% |
| Participant deferral / active EE | $2,256 | $4,212-46.4% | $3,749-39.8% | $6,531-65.5% |
| Admin fee / account holder | $55,287 | $9,766+466.1% | $8,248+570.3% | $14,480+281.8% |