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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 | $53,631 | $135,905-60.5% | $126,068-57.5% | $198,609-73.0% |
| Participation rate | 85.7% | 85.6%+0.1pp | 84.7%+1.0pp | 82.4%+3.3pp |
| Annual return | 11.12% | 14.07%-2.9pp | 15.01%-3.9pp | 202.70%-191.6pp |
| Employer contribution / active EE | $1,447 | $4,245-65.9% | $3,968-63.5% | $5,055-71.4% |
| Participant deferral / active EE | $5,387 | $8,523-36.8% | $8,214-34.4% | $6,977-22.8% |
| Admin fee / account holder | $59,683 | $21,036+183.7% | $18,264+226.8% | $19,030+213.6% |