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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 | $59,609 | $48,364+23.3% | $71,796-17.0% | $62,881-5.2% |
| Participation rate | 71.7% | 60.6%+11.0pp | 69.1%+2.6pp | 69.3%+2.4pp |
| Annual return | 5.79% | 13.16%-7.4pp | 78.04%-72.2pp | 20.14%-14.4pp |
| Employer contribution / active EE | $545 | $1,042-47.7% | $1,924-71.7% | $2,281-76.1% |
| Participant deferral / active EE | $1,628 | $2,091-22.1% | $2,794-41.7% | $3,203-49.2% |
| Admin fee / account holder | $3,891 | $3,771+3.2% | $4,815-19.2% | $4,296-9.4% |