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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 | $61,656 | $78,423-21.4% | $95,964-35.8% | $79,856-22.8% |
| Participation rate | 77.9% | 73.5%+4.4pp | 77.1%+0.9pp | 69.6%+8.3pp |
| Annual return | 17.16% | 19.37%-2.2pp | 91.64%-74.5pp | 31.71%-14.6pp |
| Employer contribution / active EE | $679 | $1,945-65.1% | $2,541-73.3% | $2,471-72.5% |
| Participant deferral / active EE | $1,782 | $3,440-48.2% | $4,167-57.2% | $3,741-52.4% |
| Admin fee / account holder | $11,726 | $5,622+108.6% | $6,797+72.5% | $5,306+121.0% |