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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 | $78,183 | $109,344-28.5% | $89,400-12.5% | $158,950-50.8% |
| Participation rate | 77.8% | 74.3%+3.5pp | 68.0%+9.8pp | 82.0%-4.2pp |
| Annual return | 5.75% | 345.73%-340.0pp | 245.64%-239.9pp | 302.91%-297.2pp |
| Employer contribution / active EE | $1,492 | $3,170-52.9% | $2,586-42.3% | $4,762-68.7% |
| Participant deferral / active EE | $1,850 | $4,599-59.8% | $3,890-52.5% | $5,983-69.1% |
| Admin fee / account holder | $110,076 | $6,154+1688.7% | $4,882+2154.8% | $11,248+878.6% |