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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 | $59,631 | $84,233-29.2% | $170,436-65.0% | $70,131-15.0% |
| Participation rate | 85.4% | 70.8%+14.5pp | 83.6%+1.8pp | 69.5%+15.8pp |
| Annual return | 14.77% | 23.06%-8.3pp | 205.94%-191.2pp | 73.14%-58.4pp |
| Employer contribution / active EE | $1,142 | $3,387-66.3% | $5,433-79.0% | $2,342-51.2% |
| Participant deferral / active EE | $3,263 | $3,086+5.8% | $4,939-33.9% | $3,332-2.1% |
| Admin fee / account holder | $10,979 | $5,698+92.7% | $13,880-20.9% | $4,645+136.3% |