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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 | $36,140 | $176,402-79.5% | $134,162-73.1% | $158,982-77.3% |
| Participation rate | 83.3% | 78.7%+4.6pp | 72.2%+11.1pp | 82.0%+1.4pp |
| Annual return | 6.63% | 63.66%-57.0pp | 36.35%-29.7pp | 302.99%-296.4pp |
| Employer contribution / active EE | $953 | $5,042-81.1% | $3,705-74.3% | $4,763-80.0% |
| Participant deferral / active EE | $1,906 | $4,093-53.4% | $3,500-45.5% | $5,983-68.1% |
| Admin fee / account holder | $81,368 | $8,719+833.2% | $6,685+1117.1% | $11,252+623.2% |