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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 | $45,641 | $69,515-34.3% | $86,868-47.5% | $85,856-46.8% |
| Participation rate | 79.2% | 66.3%+12.8pp | 71.6%+7.5pp | 69.3%+9.8pp |
| Annual return | 15.64% | 20.12%-4.5pp | 63.53%-47.9pp | 318.58%-302.9pp |
| Employer contribution / active EE | $824 | $1,880-56.2% | $2,496-67.0% | $2,565-67.9% |
| Participant deferral / active EE | $6,716 | $2,919+130.1% | $3,699+81.6% | $3,952+69.9% |
| Admin fee / account holder | $6,143 | $5,972+2.9% | $5,829+5.4% | $6,261-1.9% |