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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 | $66,069 | $63,861+3.5% | $104,625-36.9% | $79,852-17.3% |
| Participation rate | 84.0% | 64.9%+19.0pp | 74.1%+9.9pp | 69.6%+14.3pp |
| Annual return | 18.49% | 21.30%-2.8pp | 340.60%-322.1pp | 31.72%-13.2pp |
| Employer contribution / active EE | $639 | $1,588-59.8% | $2,681-76.2% | $2,471-74.1% |
| Participant deferral / active EE | $2,045 | $2,693-24.1% | $3,738-45.3% | $3,740-45.3% |
| Admin fee / account holder | $6,388 | $4,185+52.6% | $6,465-1.2% | $5,306+20.4% |