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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 | $45,959 | $71,230-35.5% | $93,727-51.0% | $80,959-43.2% |
| Participation rate | 72.9% | 60.4%+12.5pp | 68.7%+4.1pp | 67.7%+5.2pp |
| Annual return | 11.57% | 11.26%+0.3pp | 133.83%-122.3pp | 35.67%-24.1pp |
| Employer contribution / active EE | $1,929 | $1,565+23.3% | $2,421-20.3% | $2,757-30.0% |
| Participant deferral / active EE | $4,269 | $4,037+5.7% | $4,417-3.4% | $4,300-0.7% |
| Admin fee / account holder | $700 | $6,961-89.9% | $8,292-91.6% | $6,925-89.9% |