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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 | $130,253 | $78,423+66.1% | $95,964+35.7% | $79,856+63.1% |
| Participation rate | 70.9% | 73.5%-2.6pp | 77.1%-6.2pp | 69.6%+1.3pp |
| Annual return | 13.42% | 19.37%-6.0pp | 91.64%-78.2pp | 31.71%-18.3pp |
| Employer contribution / active EE | $1,682 | $1,945-13.5% | $2,541-33.8% | $2,471-31.9% |
| Participant deferral / active EE | $5,717 | $3,440+66.2% | $4,167+37.2% | $3,741+52.8% |
| Admin fee / account holder | $15,666 | $5,622+178.7% | $6,797+130.5% | $5,306+195.2% |