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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 | $227,028 | $90,486+150.9% | $78,676+188.6% | $273,972-17.1% |
| Participation rate | 75.0% | 76.5%-1.5pp | 73.6%+1.4pp | 83.0%-8.0pp |
| Annual return | 10.52% | 75.62%-65.1pp | 62.19%-51.7pp | 41.46%-30.9pp |
| Employer contribution / active EE | $1,250 | $3,175-60.6% | $2,850-56.1% | $4,869-74.3% |
| Participant deferral / active EE | $0 | $3,901-100.0% | $3,517-100.0% | $5,287-100.0% |
| Admin fee / account holder | $21,340 | $5,263+305.4% | $4,510+373.2% | $10,133+110.6% |