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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 | $45,808 | $101,063-54.7% | $81,473-43.8% | $147,586-69.0% |
| Participation rate | 72.7% | 74.5%-1.7pp | 68.0%+4.8pp | 82.8%-10.1pp |
| Annual return | 14.22% | 32.41%-18.2pp | 38.78%-24.6pp | 578.59%-564.4pp |
| Employer contribution / active EE | $2,508 | $3,206-21.8% | $2,568-2.3% | $4,876-48.6% |
| Participant deferral / active EE | $4,615 | $4,242+8.8% | $3,537+30.5% | $5,439-15.1% |
| Admin fee / account holder | $9,525 | $5,812+63.9% | $4,561+108.8% | $10,886-12.5% |