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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 | $17,562 | $58,258-69.9% | $81,820-78.5% | $80,925-78.3% |
| Participation rate | 72.2% | 63.5%+8.8pp | 72.4%-0.2pp | 67.7%+4.6pp |
| Annual return | 13.64% | 41.76%-28.1pp | 777.93%-764.3pp | 35.65%-22.0pp |
| Employer contribution / active EE | $2,105 | $2,345-10.2% | $2,915-27.8% | $2,756-23.6% |
| Participant deferral / active EE | $3,496 | $3,284+6.5% | $4,323-19.1% | $4,299-18.7% |
| Admin fee / account holder | $2,446 | $4,976-50.9% | $7,391-66.9% | $6,940-64.8% |