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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 | $71,801 | $39,028+84.0% | $80,741-11.1% | $85,856-16.4% |
| Participation rate | 73.5% | 41.6%+32.0pp | 54.2%+19.4pp | 69.3%+4.2pp |
| Annual return | 16.43% | 26.31%-9.9pp | 87.30%-70.9pp | 318.58%-302.2pp |
| Employer contribution / active EE | $640 | $722-11.4% | $1,160-44.8% | $2,565-75.0% |
| Participant deferral / active EE | $3,877 | $1,326+192.4% | $2,145+80.7% | $3,952-1.9% |
| Admin fee / account holder | $2,335 | $2,429-3.9% | $3,380-30.9% | $6,261-62.7% |