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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 | $11,544 | $61,816-81.3% | $97,260-88.1% | $80,935-85.7% |
| Participation rate | 72.2% | 63.5%+8.8pp | 72.7%-0.4pp | 67.7%+4.6pp |
| Annual return | 17.62% | -558.73%+576.4pp | 75.54%-57.9pp | 35.66%-18.0pp |
| Employer contribution / active EE | $902 | $1,836-50.9% | $2,721-66.8% | $2,757-67.3% |
| Participant deferral / active EE | $1,980 | $3,027-34.6% | $4,262-53.5% | $4,299-54.0% |
| Admin fee / account holder | $3,145 | $5,166-39.1% | $5,640-44.2% | $6,924-54.6% |