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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 | $52,642 | $93,346-43.6% | $71,796-26.7% | $273,972-80.8% |
| Participation rate | 94.4% | 76.5%+17.9pp | 69.1%+25.3pp | 83.0%+11.4pp |
| Annual return | 5.47% | 130.39%-124.9pp | 78.04%-72.6pp | 41.46%-36.0pp |
| Employer contribution / active EE | $556 | $2,733-79.7% | $1,924-71.1% | $4,869-88.6% |
| Participant deferral / active EE | $0 | $3,475-100.0% | $2,794-100.0% | $5,287-100.0% |
| Admin fee / account holder | $11,915 | $6,571+81.3% | $4,815+147.5% | $10,133+17.6% |