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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 | $90,474 | $91,179-0.8% | $178,499-49.3% | $79,852+13.3% |
| Participation rate | 96.2% | 69.2%+26.9pp | 81.9%+14.2pp | 69.6%+26.5pp |
| Annual return | 12.18% | 24.19%-12.0pp | 151.10%-138.9pp | 31.72%-19.5pp |
| Employer contribution / active EE | $1,447 | $3,256-55.6% | $5,011-71.1% | $2,471-41.5% |
| Participant deferral / active EE | $4,799 | $3,236+48.3% | $5,202-7.7% | $3,740+28.3% |
| Admin fee / account holder | $42,340 | $6,749+527.4% | $13,986+202.7% | $5,306+697.9% |