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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 | $150,335 | $86,298+74.2% | $111,308+35.1% | $85,847+75.1% |
| Participation rate | 70.5% | 73.3%-2.9pp | 77.3%-6.9pp | 69.3%+1.1pp |
| Annual return | 11.85% | 19.99%-8.1pp | 54.67%-42.8pp | 318.61%-306.8pp |
| Employer contribution / active EE | $795 | $2,044-61.1% | $2,732-70.9% | $2,565-69.0% |
| Participant deferral / active EE | $3,122 | $3,641-14.2% | $4,487-30.4% | $3,952-21.0% |
| Admin fee / account holder | $2,930 | $8,189-64.2% | $7,965-63.2% | $6,261-53.2% |