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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 | $3,593 | $24,618-85.4% | $71,585-95.0% | $82,637-95.7% |
| Participation rate | 75.7% | 68.2%+7.5pp | 68.2%+7.6pp | 68.1%+7.7pp |
| Annual return | 14.80% | 93.17%-78.4pp | 59.26%-44.5pp | 53.51%-38.7pp |
| Employer contribution / active EE | $965 | $852+13.3% | $1,669-42.1% | $2,552-62.2% |
| Participant deferral / active EE | $1,081 | $1,720-37.1% | $2,923-63.0% | $4,126-73.8% |
| Admin fee / account holder | $2,174 | $3,285-33.8% | $4,712-53.9% | $7,339-70.4% |