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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 | $53,797 | $94,031-42.8% | $115,768-53.5% | $82,448-34.7% |
| Participation rate | 81.1% | 70.4%+10.7pp | 74.4%+6.7pp | 68.1%+13.1pp |
| Annual return | 13.64% | 20.61%-7.0pp | 100.46%-86.8pp | 41.64%-28.0pp |
| Employer contribution / active EE | $714 | $2,323-69.3% | $2,940-75.7% | $2,551-72.0% |
| Participant deferral / active EE | $2,528 | $3,972-36.4% | $4,917-48.6% | $4,139-38.9% |
| Admin fee / account holder | $9,086 | $10,249-11.3% | $12,439-27.0% | $7,234+25.6% |