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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 | $37,835 | $78,423-51.8% | $95,964-60.6% | $79,856-52.6% |
| Participation rate | 85.3% | 73.5%+11.8pp | 77.1%+8.2pp | 69.6%+15.7pp |
| Annual return | 10.39% | 19.37%-9.0pp | 91.64%-81.2pp | 31.71%-21.3pp |
| Employer contribution / active EE | $612 | $1,945-68.5% | $2,541-75.9% | $2,471-75.2% |
| Participant deferral / active EE | $3,563 | $3,440+3.6% | $4,167-14.5% | $3,741-4.7% |
| Admin fee / account holder | $12,291 | $5,622+118.6% | $6,797+80.8% | $5,306+131.6% |