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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 | $73,734 | $118,877-38.0% | $96,570-23.6% | $167,536-56.0% |
| Participation rate | 83.3% | 75.5%+7.8pp | 69.8%+13.5pp | 82.1%+1.2pp |
| Annual return | 13.52% | 50.50%-37.0pp | 37.79%-24.3pp | 478.82%-465.3pp |
| Employer contribution / active EE | $2,131 | $3,121-31.7% | $2,357-9.6% | $4,839-56.0% |
| Participant deferral / active EE | $4,373 | $4,617-5.3% | $3,849+13.6% | $6,342-31.1% |
| Admin fee / account holder | $17,998 | $8,069+123.1% | $6,182+191.1% | $12,315+46.2% |