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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 | $73,393 | $71,192+3.1% | $117,861-37.7% | $62,293+17.8% |
| Participation rate | 75.0% | 74.2%+0.8pp | 79.7%-4.7pp | 69.5%+5.5pp |
| Annual return | 13.73% | 18.66%-4.9pp | 335.11%-321.4pp | 28.90%-15.2pp |
| Employer contribution / active EE | $2,433 | $1,934+25.8% | $3,786-35.7% | $2,042+19.1% |
| Participant deferral / active EE | $3,078 | $3,189-3.5% | $4,482-31.3% | $3,169-2.9% |
| Admin fee / account holder | $1,504 | $587+156.1% | $8,021-81.2% | $479+213.7% |