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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 | $43,635 | $81,208-46.3% | $98,920-55.9% | $79,856-45.4% |
| Participation rate | 76.1% | 72.5%+3.6pp | 76.0%+0.1pp | 69.6%+6.4pp |
| Annual return | 12.10% | 60.99%-48.9pp | 196.47%-184.4pp | 31.71%-19.6pp |
| Employer contribution / active EE | $597 | $1,960-69.5% | $2,689-77.8% | $2,471-75.8% |
| Participant deferral / active EE | $2,677 | $3,265-18.0% | $4,245-36.9% | $3,741-28.4% |
| Admin fee / account holder | $3,069 | $6,013-49.0% | $6,643-53.8% | $5,306-42.2% |