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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 | $79,432 | $87,733-9.5% | $106,555-25.5% | $85,847-7.5% |
| Participation rate | 75.0% | 71.9%+3.1pp | 76.1%-1.1pp | 69.3%+5.7pp |
| Annual return | 14.39% | 21.86%-7.5pp | 26.80%-12.4pp | 318.61%-304.2pp |
| Employer contribution / active EE | $1,080 | $2,073-47.9% | $2,819-61.7% | $2,565-57.9% |
| Participant deferral / active EE | $2,945 | $3,469-15.1% | $4,399-33.1% | $3,952-25.5% |
| Admin fee / account holder | $18,367 | $6,767+171.4% | $7,408+147.9% | $6,261+193.4% |