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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 | $38,737 | $81,208-52.3% | $98,920-60.8% | $79,852-51.5% |
| Participation rate | 85.7% | 72.5%+13.2pp | 76.0%+9.7pp | 69.6%+16.1pp |
| Annual return | 10.68% | 60.99%-50.3pp | 196.47%-185.8pp | 31.72%-21.0pp |
| Employer contribution / active EE | $671 | $1,960-65.7% | $2,689-75.0% | $2,471-72.8% |
| Participant deferral / active EE | $3,464 | $3,265+6.1% | $4,245-18.4% | $3,740-7.4% |
| Admin fee / account holder | $3,668 | $6,013-39.0% | $6,643-44.8% | $5,306-30.9% |