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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 | $63,801 | $89,370-28.6% | $141,197-54.8% | $72,976-12.6% |
| Participation rate | 82.9% | 75.1%+7.7pp | 82.5%+0.4pp | 69.5%+13.4pp |
| Annual return | 21.32% | 111.88%-90.6pp | 71.41%-50.1pp | 81.02%-59.7pp |
| Employer contribution / active EE | $835 | $3,115-73.2% | $4,736-82.4% | $2,440-65.8% |
| Participant deferral / active EE | $4,533 | $5,419-16.3% | $6,710-32.4% | $3,608+25.6% |
| Admin fee / account holder | $11,333 | $5,957+90.2% | $10,265+10.4% | $5,124+121.2% |