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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 | $61,756 | $80,748-23.5% | $102,383-39.7% | $74,429-17.0% |
| Participation rate | 78.7% | 65.7%+13.0pp | 74.5%+4.2pp | 67.2%+11.5pp |
| Annual return | 12.57% | 27.57%-15.0pp | 24.94%-12.4pp | 1368.38%-1355.8pp |
| Employer contribution / active EE | $2,176 | $3,159-31.1% | $3,870-43.8% | $2,625-17.1% |
| Participant deferral / active EE | $4,683 | $3,861+21.3% | $5,060-7.4% | $4,348+7.7% |
| Admin fee / account holder | $24,338 | $2,371+926.6% | $8,391+190.0% | $1,944+1151.8% |