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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 | $130,932 | $78,636+66.5% | $105,607+24.0% | $74,459+75.8% |
| Participation rate | 70.9% | 72.8%-1.9pp | 75.3%-4.4pp | 67.2%+3.7pp |
| Annual return | 11.47% | 15.96%-4.5pp | 116.11%-104.6pp | 1369.70%-1358.2pp |
| Employer contribution / active EE | $960 | $2,523-62.0% | $3,167-69.7% | $2,626-63.4% |
| Participant deferral / active EE | $3,367 | $4,322-22.1% | $5,011-32.8% | $4,350-22.6% |
| Admin fee / account holder | $4,289 | $2,220+93.2% | $10,958-60.9% | $1,945+120.5% |