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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 | $42,947 | $111,814-61.6% | $103,378-58.5% | $145,978-70.6% |
| Participation rate | 85.0% | 77.9%+7.1pp | 74.5%+10.5pp | 80.3%+4.7pp |
| Annual return | 10.85% | 24.80%-14.0pp | 24.91%-14.1pp | 550.52%-539.7pp |
| Employer contribution / active EE | $1,570 | $4,215-62.7% | $3,870-59.4% | $4,662-66.3% |
| Participant deferral / active EE | $5,971 | $5,618+6.3% | $5,058+18.1% | $6,690-10.7% |
| Admin fee / account holder | $77,292 | $9,764+691.6% | $8,401+820.1% | $13,400+476.8% |