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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 | $31,152 | $85,171-63.4% | $172,753-82.0% | $72,976-57.3% |
| Participation rate | 70.7% | 70.1%+0.6pp | 82.6%-12.0pp | 69.5%+1.2pp |
| Annual return | 21.56% | 27.32%-5.8pp | 803.00%-781.4pp | 81.02%-59.5pp |
| Employer contribution / active EE | $612 | $3,324-81.6% | $5,144-88.1% | $2,440-74.9% |
| Participant deferral / active EE | $1,284 | $3,260-60.6% | $5,198-75.3% | $3,608-64.4% |
| Admin fee / account holder | $5,923 | $5,880+0.7% | $13,956-57.6% | $5,124+15.6% |