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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 | $42,953 | $105,960-59.5% | $81,726-47.4% | $158,982-73.0% |
| Participation rate | 84.2% | 75.6%+8.6pp | 72.0%+12.2pp | 82.0%+2.2pp |
| Annual return | 11.56% | 38.19%-26.6pp | 29.49%-17.9pp | 302.99%-291.4pp |
| Employer contribution / active EE | $3,092 | $7,805-60.4% | $4,311-28.3% | $4,763-35.1% |
| Participant deferral / active EE | $6,620 | $13,011-49.1% | $7,108-6.9% | $5,983+10.6% |
| Admin fee / account holder | $18,420 | $8,494+116.9% | $5,160+257.0% | $11,252+63.7% |