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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 | $69,873 | $90,486-22.8% | $78,676-11.2% | $273,972-74.5% |
| Participation rate | 87.5% | 76.5%+11.0pp | 73.6%+13.9pp | 83.0%+4.5pp |
| Annual return | 6.24% | 75.62%-69.4pp | 62.19%-55.9pp | 41.46%-35.2pp |
| Employer contribution / active EE | $601 | $3,175-81.1% | $2,850-78.9% | $4,869-87.7% |
| Participant deferral / active EE | $3,229 | $3,901-17.2% | $3,517-8.2% | $5,287-38.9% |
| Admin fee / account holder | $18,420 | $5,263+250.0% | $4,510+308.4% | $10,133+81.8% |