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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 | $120,769 | $98,240+22.9% | $82,312+46.7% | $147,586-18.2% |
| Participation rate | 72.7% | 79.7%-7.0pp | 76.9%-4.2pp | 82.8%-10.1pp |
| Annual return | 12.08% | 30.85%-18.8pp | 25.88%-13.8pp | 578.59%-566.5pp |
| Employer contribution / active EE | $2,758 | $3,192-13.6% | $2,428+13.6% | $4,876-43.4% |
| Participant deferral / active EE | $4,172 | $4,383-4.8% | $3,706+12.6% | $5,439-23.3% |
| Admin fee / account holder | $32,426 | $8,563+278.7% | $5,608+478.2% | $10,886+197.9% |