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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 | $56,589 | $47,944+18.0% | $67,834-16.6% | $62,881-10.0% |
| Participation rate | 78.0% | 61.1%+16.9pp | 68.8%+9.2pp | 69.3%+8.7pp |
| Annual return | 7.93% | 11.77%-3.8pp | 138.47%-130.5pp | 20.14%-12.2pp |
| Employer contribution / active EE | $782 | $1,562-49.9% | $2,403-67.4% | $2,281-65.7% |
| Participant deferral / active EE | $4,897 | $2,247+118.0% | $3,160+55.0% | $3,203+52.9% |
| Admin fee / account holder | $314 | $3,712-91.6% | $4,622-93.2% | $4,296-92.7% |