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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 | $83,872 | $83,485+0.5% | $125,195-33.0% | $72,976+14.9% |
| Participation rate | 87.5% | 73.3%+14.2pp | 79.8%+7.7pp | 69.5%+18.0pp |
| Annual return | 19.68% | 25.77%-6.1pp | 43.79%-24.1pp | 81.02%-61.3pp |
| Employer contribution / active EE | $1,379 | $2,346-41.2% | $3,866-64.3% | $2,440-43.5% |
| Participant deferral / active EE | $4,586 | $3,586+27.9% | $4,937-7.1% | $3,608+27.1% |
| Admin fee / account holder | $30,899 | $5,518+460.0% | $9,704+218.4% | $5,124+503.0% |