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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 | $34,523 | $91,167-62.1% | $178,498-80.7% | $79,858-56.8% |
| Participation rate | 76.2% | 69.2%+7.0pp | 81.9%-5.7pp | 69.6%+6.6pp |
| Annual return | 12.91% | 24.19%-11.3pp | 151.09%-138.2pp | 31.72%-18.8pp |
| Employer contribution / active EE | $696 | $3,255-78.6% | $5,011-86.1% | $2,471-71.8% |
| Participant deferral / active EE | $1,845 | $3,236-43.0% | $5,202-64.5% | $3,740-50.7% |
| Admin fee / account holder | $4,208 | $6,747-37.6% | $13,985-69.9% | $5,306-20.7% |