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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 | $87,535 | $83,337+5.0% | $67,834+29.0% | $273,972-68.0% |
| Participation rate | 84.6% | 76.4%+8.2pp | 68.8%+15.8pp | 83.0%+1.6pp |
| Annual return | 4.80% | 259.45%-254.6pp | 138.47%-133.7pp | 41.46%-36.7pp |
| Employer contribution / active EE | $1,131 | $3,287-65.6% | $2,403-53.0% | $4,869-76.8% |
| Participant deferral / active EE | $2,450 | $4,088-40.1% | $3,160-22.5% | $5,287-53.7% |
| Admin fee / account holder | $21,109 | $6,752+212.6% | $4,622+356.7% | $10,133+108.3% |