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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 | $83,452 | $72,177+15.6% | $115,038-27.5% | $59,633+39.9% |
| Participation rate | 88.5% | 72.6%+15.9pp | 81.4%+7.1pp | 68.7%+19.8pp |
| Annual return | 1.83% | 12.02%-10.2pp | 26.14%-24.3pp | 2041.45%-2039.6pp |
| Employer contribution / active EE | $596 | $2,841-79.0% | $4,608-87.1% | $2,203-73.0% |
| Participant deferral / active EE | $7,592 | $4,783+58.7% | $6,026+26.0% | $3,192+137.9% |
| Admin fee / account holder | $19,976 | $4,927+305.5% | $8,175+144.4% | $4,297+364.9% |