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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 | $44,305 | $176,402-74.9% | $134,162-67.0% | $158,966-72.1% |
| Participation rate | 80.0% | 78.7%+1.3pp | 72.2%+7.8pp | 82.0%-2.0pp |
| Annual return | 5.55% | 63.66%-58.1pp | 36.35%-30.8pp | 302.95%-297.4pp |
| Employer contribution / active EE | $887 | $5,042-82.4% | $3,705-76.1% | $4,762-81.4% |
| Participant deferral / active EE | $2,630 | $4,093-35.7% | $3,500-24.8% | $5,983-56.0% |
| Admin fee / account holder | $42,319 | $8,719+385.4% | $6,685+533.0% | $11,250+276.2% |