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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 | $81,866 | $98,240-16.7% | $82,312-0.5% | $147,586-44.5% |
| Participation rate | 80.0% | 79.7%+0.3pp | 76.9%+3.1pp | 82.8%-2.8pp |
| Annual return | 22.78% | 30.85%-8.1pp | 25.88%-3.1pp | 578.59%-555.8pp |
| Employer contribution / active EE | $630 | $3,192-80.3% | $2,428-74.1% | $4,876-87.1% |
| Participant deferral / active EE | $1,546 | $4,383-64.7% | $3,706-58.3% | $5,439-71.6% |
| Admin fee / account holder | $13,067 | $8,563+52.6% | $5,608+133.0% | $10,886+20.0% |