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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 | $34,170 | $81,208-57.9% | $98,920-65.5% | $79,856-57.2% |
| Participation rate | 86.5% | 72.5%+14.0pp | 76.0%+10.5pp | 69.6%+16.9pp |
| Annual return | 13.96% | 60.99%-47.0pp | 196.47%-182.5pp | 31.71%-17.8pp |
| Employer contribution / active EE | $780 | $1,960-60.2% | $2,689-71.0% | $2,471-68.4% |
| Participant deferral / active EE | $2,160 | $3,265-33.9% | $4,245-49.1% | $3,741-42.3% |
| Admin fee / account holder | $13,820 | $6,013+129.8% | $6,643+108.0% | $5,306+160.4% |