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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 | $74,045 | $78,707-5.9% | $117,861-37.2% | $70,126+5.6% |
| Participation rate | 80.6% | 73.2%+7.5pp | 79.7%+1.0pp | 69.5%+11.1pp |
| Annual return | 13.46% | 23.30%-9.8pp | 335.11%-321.6pp | 73.15%-59.7pp |
| Employer contribution / active EE | $723 | $2,223-67.5% | $3,786-80.9% | $2,343-69.1% |
| Participant deferral / active EE | $1,698 | $3,297-48.5% | $4,482-62.1% | $3,332-49.0% |
| Admin fee / account holder | $8,650 | $5,066+70.8% | $8,021+7.8% | $4,645+86.2% |