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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 | $77,046 | $93,346-17.5% | $71,796+7.3% | $273,972-71.9% |
| Participation rate | 90.0% | 76.5%+13.5pp | 69.1%+20.9pp | 83.0%+7.0pp |
| Annual return | 13.35% | 130.39%-117.0pp | 78.04%-64.7pp | 41.46%-28.1pp |
| Employer contribution / active EE | $343 | $2,733-87.4% | $1,924-82.2% | $4,869-93.0% |
| Participant deferral / active EE | $2,525 | $3,475-27.3% | $2,794-9.7% | $5,287-52.2% |
| Admin fee / account holder | $9,295 | $6,571+41.5% | $4,815+93.1% | $10,133-8.3% |