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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 | $41,721 | $81,208-48.6% | $98,920-57.8% | $79,856-47.8% |
| Participation rate | 78.6% | 72.5%+6.1pp | 76.0%+2.5pp | 69.6%+8.9pp |
| Annual return | 14.39% | 60.99%-46.6pp | 196.47%-182.1pp | 31.71%-17.3pp |
| Employer contribution / active EE | $860 | $1,960-56.1% | $2,689-68.0% | $2,471-65.2% |
| Participant deferral / active EE | $2,380 | $3,265-27.1% | $4,245-43.9% | $3,741-36.4% |
| Admin fee / account holder | $1,190 | $6,013-80.2% | $6,643-82.1% | $5,306-77.6% |