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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 | $89,689 | $121,677-26.3% | $104,625-14.3% | $158,966-43.6% |
| Participation rate | 82.4% | 77.5%+4.8pp | 74.1%+8.3pp | 82.0%+0.4pp |
| Annual return | 17.03% | 465.58%-448.6pp | 340.60%-323.6pp | 302.95%-285.9pp |
| Employer contribution / active EE | $268 | $3,165-91.5% | $2,681-90.0% | $4,762-94.4% |
| Participant deferral / active EE | $2,080 | $4,175-50.2% | $3,738-44.3% | $5,983-65.2% |
| Admin fee / account holder | $13,063 | $7,777+68.0% | $6,465+102.1% | $11,250+16.1% |