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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 | $57,187 | $93,346-38.7% | $71,796-20.3% | $273,972-79.1% |
| Participation rate | 77.8% | 76.5%+1.2pp | 69.1%+8.7pp | 83.0%-5.2pp |
| Annual return | 4.92% | 130.39%-125.5pp | 78.04%-73.1pp | 41.46%-36.5pp |
| Employer contribution / active EE | $350 | $2,733-87.2% | $1,924-81.8% | $4,869-92.8% |
| Participant deferral / active EE | $2,846 | $3,475-18.1% | $2,794+1.8% | $5,287-46.2% |
| Admin fee / account holder | $19,859 | $6,571+202.2% | $4,815+312.4% | $10,133+96.0% |