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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 | $36,199 | $70,430-48.6% | $96,572-62.5% | $85,851-57.8% |
| Participation rate | 81.3% | 61.8%+19.4pp | 69.8%+11.4pp | 69.3%+11.9pp |
| Annual return | 11.61% | 18.58%-7.0pp | 37.79%-26.2pp | 318.63%-307.0pp |
| Employer contribution / active EE | $405 | $1,413-71.4% | $2,357-82.8% | $2,565-84.2% |
| Participant deferral / active EE | $3,513 | $2,894+21.4% | $3,850-8.7% | $3,952-11.1% |
| Admin fee / account holder | $5,338 | $4,996+6.8% | $6,183-13.7% | $6,261-14.7% |