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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 | $42,754 | $112,729-62.1% | $98,716-56.7% | $137,256-68.9% |
| Participation rate | 71.4% | 74.2%-2.8pp | 69.3%+2.1pp | 80.0%-8.5pp |
| Annual return | 16.86% | 38.48%-21.6pp | 31.81%-14.9pp | 220.34%-203.5pp |
| Employer contribution / active EE | $1,400 | $2,725-48.6% | $2,279-38.6% | $4,156-66.3% |
| Participant deferral / active EE | $9,239 | $4,640+99.1% | $4,048+128.2% | $6,407+44.2% |
| Admin fee / account holder | $32,623 | $10,129+222.1% | $8,703+274.9% | $12,270+165.9% |