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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 | $74,338 | $123,000-39.6% | $105,582-29.6% | $198,609-62.6% |
| Participation rate | 80.0% | 76.8%+3.2pp | 71.8%+8.2pp | 82.4%-2.4pp |
| Annual return | 5.04% | 18.31%-13.3pp | 18.61%-13.6pp | 202.70%-197.7pp |
| Employer contribution / active EE | $1,640 | $3,582-54.2% | $2,984-45.0% | $5,055-67.6% |
| Participant deferral / active EE | $4,556 | $5,013-9.1% | $4,353+4.7% | $6,977-34.7% |
| Admin fee / account holder | $97,131 | $16,254+497.6% | $12,856+655.5% | $19,030+410.4% |