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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 | $44,392 | $46,599-4.7% | $64,101-30.7% | $75,173-40.9% |
| Participation rate | 96.4% | 65.9%+30.4pp | 72.3%+24.1pp | 67.2%+29.2pp |
| Annual return | 15.67% | 26.06%-10.4pp | 33.72%-18.1pp | 160.72%-145.0pp |
| Employer contribution / active EE | $730 | $1,975-63.0% | $2,749-73.4% | $2,671-72.7% |
| Participant deferral / active EE | $3,866 | $2,837+36.3% | $3,881-0.4% | $4,126-6.3% |
| Admin fee / account holder | $12,239 | $2,956+314.0% | $3,070+298.6% | $5,651+116.6% |