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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 | $55,104 | $98,760-44.2% | $149,715-63.2% | $79,858-31.0% |
| Participation rate | 81.1% | 75.8%+5.3pp | 82.5%-1.4pp | 69.6%+11.4pp |
| Annual return | 14.87% | 27.43%-12.6pp | 276.66%-261.8pp | 31.72%-16.9pp |
| Employer contribution / active EE | $1,867 | $3,217-42.0% | $4,645-59.8% | $2,471-24.4% |
| Participant deferral / active EE | $5,872 | $5,681+3.4% | $6,842-14.2% | $3,740+57.0% |
| Admin fee / account holder | $22,576 | $6,053+273.0% | $9,310+142.5% | $5,306+325.5% |