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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 | $29,440 | $53,841-45.3% | $75,731-61.1% | $85,851-65.7% |
| Participation rate | 70.5% | 69.0%+1.4pp | 74.8%-4.4pp | 69.3%+1.1pp |
| Annual return | 12.67% | 24.54%-11.9pp | 104.65%-92.0pp | 318.63%-306.0pp |
| Employer contribution / active EE | $890 | $2,017-55.9% | $2,743-67.6% | $2,565-65.3% |
| Participant deferral / active EE | $1,314 | $2,895-54.6% | $3,820-65.6% | $3,952-66.8% |
| Admin fee / account holder | $4,059 | $3,340+21.5% | $3,620+12.1% | $6,261-35.2% |