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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 | $36,256 | $95,415-62.0% | $185,851-80.5% | $85,851-57.8% |
| Participation rate | 73.3% | 68.8%+4.6pp | 81.7%-8.4pp | 69.3%+4.0pp |
| Annual return | 14.87% | 23.59%-8.7pp | 122.11%-107.2pp | 318.63%-303.8pp |
| Employer contribution / active EE | $1,067 | $3,314-67.8% | $5,168-79.4% | $2,565-58.4% |
| Participant deferral / active EE | $2,838 | $3,424-17.1% | $5,569-49.0% | $3,952-28.2% |
| Admin fee / account holder | $12,456 | $7,215+72.7% | $16,245-23.3% | $6,261+99.0% |