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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 | $72,793 | $37,446+94.4% | $77,513-6.1% | $79,852-8.8% |
| Participation rate | 83.1% | 41.5%+41.5pp | 54.2%+28.9pp | 69.6%+13.4pp |
| Annual return | 12.65% | 39.76%-27.1pp | 54.81%-42.2pp | 31.72%-19.1pp |
| Employer contribution / active EE | $450 | $637-29.4% | $987-54.4% | $2,471-81.8% |
| Participant deferral / active EE | $4,216 | $1,261+234.4% | $1,861+126.5% | $3,740+12.7% |
| Admin fee / account holder | $7,194 | $2,506+187.1% | $2,859+151.6% | $5,306+35.6% |