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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 | $38,673 | $78,690-50.9% | $161,489-76.1% | $87,485-55.8% |
| Participation rate | 73.1% | 67.5%+5.6pp | 78.7%-5.6pp | 68.9%+4.1pp |
| Annual return | 12.78% | 32.74%-20.0pp | 89.72%-76.9pp | 26.06%-13.3pp |
| Employer contribution / active EE | $660 | $2,588-74.5% | $4,268-84.5% | $2,596-74.6% |
| Participant deferral / active EE | $2,268 | $3,311-31.5% | $5,630-59.7% | $4,274-46.9% |
| Admin fee / account holder | $5,398 | $6,724-19.7% | $16,006-66.3% | $7,775-30.6% |