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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 | $135,905-39.6% | $126,068-34.8% | $198,609-58.6% |
| Participation rate | 87.5% | 85.6%+1.9pp | 84.7%+2.8pp | 82.4%+5.1pp |
| Annual return | 13.75% | 14.07%-0.3pp | 15.01%-1.3pp | 202.70%-188.9pp |
| Employer contribution / active EE | $1,720 | $4,245-59.5% | $3,968-56.6% | $5,055-66.0% |
| Participant deferral / active EE | $7,949 | $8,523-6.7% | $8,214-3.2% | $6,977+13.9% |
| Admin fee / account holder | $77,175 | $21,036+266.9% | $18,264+322.6% | $19,030+305.5% |