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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 | $47,679 | $50,554-5.7% | $67,681-29.6% | $87,485-45.5% |
| Participation rate | 80.2% | 67.7%+12.5pp | 73.7%+6.5pp | 68.9%+11.3pp |
| Annual return | 11.20% | 17.81%-6.6pp | 590.58%-579.4pp | 26.06%-14.9pp |
| Employer contribution / active EE | $793 | $1,988-60.1% | $2,678-70.4% | $2,596-69.4% |
| Participant deferral / active EE | $1,957 | $2,961-33.9% | $3,976-50.8% | $4,274-54.2% |
| Admin fee / account holder | $9,622 | $4,132+132.8% | $6,100+57.7% | $7,775+23.8% |