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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 | $56,376 | $91,179-38.2% | $178,499-68.4% | $79,852-29.4% |
| Participation rate | 80.6% | 69.2%+11.3pp | 81.9%-1.4pp | 69.6%+10.9pp |
| Annual return | 17.64% | 24.19%-6.6pp | 151.10%-133.5pp | 31.72%-14.1pp |
| Employer contribution / active EE | $448 | $3,256-86.2% | $5,011-91.1% | $2,471-81.9% |
| Participant deferral / active EE | $1,793 | $3,236-44.6% | $5,202-65.5% | $3,740-52.1% |
| Admin fee / account holder | $8,602 | $6,749+27.5% | $13,986-38.5% | $5,306+62.1% |