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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 | $82,141 | $100,970-18.6% | $96,576-14.9% | $137,256-40.2% |
| Participation rate | 87.5% | 82.6%+4.9pp | 81.4%+6.1pp | 80.0%+7.5pp |
| Annual return | 13.75% | 38.16%-24.4pp | 38.47%-24.7pp | 220.34%-206.6pp |
| Employer contribution / active EE | $1,720 | $3,809-54.8% | $3,553-51.6% | $4,156-58.6% |
| Participant deferral / active EE | $7,949 | $8,286-4.1% | $7,956-0.1% | $6,407+24.1% |
| Admin fee / account holder | $77,175 | $11,312+582.2% | $11,381+578.1% | $12,270+529.0% |