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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 | $82,005 | $93,346-12.2% | $71,796+14.2% | $273,972-70.1% |
| Participation rate | 83.3% | 76.5%+6.8pp | 69.1%+14.2pp | 83.0%+0.3pp |
| Annual return | 5.60% | 130.39%-124.8pp | 78.04%-72.4pp | 41.46%-35.9pp |
| Employer contribution / active EE | $425 | $2,733-84.5% | $1,924-77.9% | $4,869-91.3% |
| Participant deferral / active EE | $2,731 | $3,475-21.4% | $2,794-2.3% | $5,287-48.3% |
| Admin fee / account holder | $3,895 | $6,571-40.7% | $4,815-19.1% | $10,133-61.6% |