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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 | $45,092 | $98,766-54.3% | $149,730-69.9% | $79,852-43.5% |
| Participation rate | 88.9% | 75.8%+13.1pp | 82.5%+6.4pp | 69.6%+19.3pp |
| Annual return | 13.17% | 27.43%-14.3pp | 276.70%-263.5pp | 31.72%-18.6pp |
| Employer contribution / active EE | $889 | $3,217-72.3% | $4,645-80.9% | $2,471-64.0% |
| Participant deferral / active EE | $2,596 | $5,681-54.3% | $6,843-62.1% | $3,740-30.6% |
| Admin fee / account holder | $3,592 | $6,052-40.6% | $9,310-61.4% | $5,306-32.3% |