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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 | $24,586 | $52,279-53.0% | $89,414-72.5% | $79,852-69.2% |
| Participation rate | 80.4% | 57.5%+22.8pp | 68.0%+12.4pp | 69.6%+10.7pp |
| Annual return | 12.52% | 22.16%-9.6pp | 245.50%-233.0pp | 31.72%-19.2pp |
| Employer contribution / active EE | $644 | $1,572-59.0% | $2,586-75.1% | $2,471-74.0% |
| Participant deferral / active EE | $1,966 | $2,740-28.2% | $3,890-49.5% | $3,740-47.4% |
| Admin fee / account holder | $7,749 | $3,356+130.9% | $4,883+58.7% | $5,306+46.0% |