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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 | $28,233 | $81,208-65.2% | $98,920-71.5% | $79,852-64.6% |
| Participation rate | 74.2% | 72.5%+1.7pp | 76.0%-1.8pp | 69.6%+4.6pp |
| Annual return | 12.55% | 60.99%-48.4pp | 196.47%-183.9pp | 31.72%-19.2pp |
| Employer contribution / active EE | $1,464 | $1,960-25.3% | $2,689-45.6% | $2,471-40.8% |
| Participant deferral / active EE | $2,352 | $3,265-28.0% | $4,245-44.6% | $3,740-37.1% |
| Admin fee / account holder | $10,005 | $6,013+66.4% | $6,643+50.6% | $5,306+88.5% |