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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 | $78,206 | $98,760-20.8% | $149,715-47.8% | $79,858-2.1% |
| Participation rate | 73.8% | 75.8%-2.0pp | 82.5%-8.7pp | 69.6%+4.2pp |
| Annual return | 13.28% | 27.43%-14.1pp | 276.66%-263.4pp | 31.72%-18.4pp |
| Employer contribution / active EE | $1,080 | $3,217-66.4% | $4,645-76.7% | $2,471-56.3% |
| Participant deferral / active EE | $5,943 | $5,681+4.6% | $6,842-13.1% | $3,740+58.9% |
| Admin fee / account holder | $15,814 | $6,053+161.3% | $9,310+69.9% | $5,306+198.0% |