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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 | $38,702 | $64,324-39.8% | $118,914-67.5% | $79,856-51.5% |
| Participation rate | 72.5% | 64.9%+7.7pp | 75.4%-2.9pp | 69.6%+2.9pp |
| Annual return | 13.10% | 86.45%-73.3pp | 35.89%-22.8pp | 31.71%-18.6pp |
| Employer contribution / active EE | $672 | $1,836-63.4% | $3,264-79.4% | $2,471-72.8% |
| Participant deferral / active EE | $3,114 | $2,824+10.3% | $4,266-27.0% | $3,741-16.8% |
| Admin fee / account holder | $2,020 | $4,040-50.0% | $6,582-69.3% | $5,306-61.9% |