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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 | $72,929 | $70,430+3.5% | $96,572-24.5% | $85,851-15.1% |
| Participation rate | 75.0% | 61.8%+13.2pp | 69.8%+5.2pp | 69.3%+5.7pp |
| Annual return | 12.07% | 18.58%-6.5pp | 37.79%-25.7pp | 318.63%-306.6pp |
| Employer contribution / active EE | $5,319 | $1,413+276.4% | $2,357+125.6% | $2,565+107.3% |
| Participant deferral / active EE | $2,260 | $2,894-21.9% | $3,850-41.3% | $3,952-42.8% |
| Admin fee / account holder | $24,453 | $4,996+389.4% | $6,183+295.5% | $6,261+290.6% |