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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 | $67,005 | $81,643-17.9% | $70,462-4.9% | $158,950-57.8% |
| Participation rate | 80.0% | 77.7%+2.3pp | 75.1%+4.9pp | 82.0%-2.0pp |
| Annual return | 15.93% | 208.51%-192.6pp | 109.08%-93.1pp | 302.91%-287.0pp |
| Employer contribution / active EE | $638 | $3,218-80.2% | $2,737-76.7% | $4,762-86.6% |
| Participant deferral / active EE | $1,059 | $4,555-76.7% | $3,710-71.4% | $5,983-82.3% |
| Admin fee / account holder | $14,338 | $6,194+131.5% | $3,845+272.9% | $11,248+27.5% |