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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 | $59,348 | $58,828+0.9% | $78,002-23.9% | $62,881-5.6% |
| Participation rate | 70.8% | 71.1%-0.3pp | 75.5%-4.8pp | 69.3%+1.5pp |
| Annual return | 6.70% | 17.16%-10.5pp | 425.99%-419.3pp | 20.14%-13.4pp |
| Employer contribution / active EE | $1,202 | $1,672-28.1% | $2,470-51.4% | $2,281-47.3% |
| Participant deferral / active EE | $2,985 | $2,686+11.1% | $3,497-14.7% | $3,203-6.8% |
| Admin fee / account holder | $1,947 | $4,393-55.7% | $5,481-64.5% | $4,296-54.7% |