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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 | $79,055 | $48,078+64.4% | $78,676+0.5% | $62,881+25.7% |
| Participation rate | 77.8% | 65.2%+12.6pp | 73.6%+4.2pp | 69.3%+8.5pp |
| Annual return | 5.13% | 31.36%-26.2pp | 62.19%-57.1pp | 20.14%-15.0pp |
| Employer contribution / active EE | $1,128 | $2,015-44.0% | $2,850-60.4% | $2,281-50.5% |
| Participant deferral / active EE | $1,237 | $2,587-52.2% | $3,517-64.8% | $3,203-61.4% |
| Admin fee / account holder | $13,765 | $3,206+329.4% | $4,510+205.2% | $4,296+220.4% |