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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 | $129,519 | $117,895+9.9% | $102,460+26.4% | $145,897-11.2% |
| Participation rate | 70.0% | 78.6%-8.6pp | 76.5%-6.5pp | 80.3%-10.3pp |
| Annual return | 10.61% | 31.92%-21.3pp | 29.47%-18.9pp | 552.29%-541.7pp |
| Employer contribution / active EE | $1,440 | $3,619-60.2% | $3,025-52.4% | $4,663-69.1% |
| Participant deferral / active EE | $3,904 | $5,736-31.9% | $5,056-22.8% | $6,689-41.6% |
| Admin fee / account holder | $21,783 | $13,353+63.1% | $9,460+130.3% | $13,390+62.7% |