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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 | $58,734 | $78,423-25.1% | $95,964-38.8% | $79,856-26.5% |
| Participation rate | 81.6% | 73.5%+8.1pp | 77.1%+4.5pp | 69.6%+11.9pp |
| Annual return | 12.44% | 19.37%-6.9pp | 91.64%-79.2pp | 31.71%-19.3pp |
| Employer contribution / active EE | $1,322 | $1,945-32.0% | $2,541-48.0% | $2,471-46.5% |
| Participant deferral / active EE | $3,615 | $3,440+5.1% | $4,167-13.2% | $3,741-3.4% |
| Admin fee / account holder | $15,947 | $5,622+183.7% | $6,797+134.6% | $5,306+200.5% |