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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 | $63,826 | $78,670-18.9% | $109,173-41.5% | $85,847-25.7% |
| Participation rate | 71.4% | 68.3%+3.2pp | 75.9%-4.5pp | 69.3%+2.1pp |
| Annual return | 12.31% | 25.09%-12.8pp | 25.75%-13.4pp | 318.61%-306.3pp |
| Employer contribution / active EE | $5,446 | $2,734+99.2% | $3,723+46.3% | $2,565+112.3% |
| Participant deferral / active EE | $0 | $3,467-100.0% | $4,654-100.0% | $3,952-100.0% |
| Admin fee / account holder | $4,341 | $5,469-20.6% | $6,755-35.7% | $6,261-30.7% |