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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 | $120,009 | $48,327+148.3% | $67,575+77.6% | $80,935+48.3% |
| Participation rate | 79.6% | 66.4%+13.2pp | 72.9%+6.7pp | 67.7%+12.0pp |
| Annual return | 12.82% | 18.31%-5.5pp | 3528.98%-3516.2pp | 35.66%-22.8pp |
| Employer contribution / active EE | $1,733 | $2,022-14.3% | $2,736-36.6% | $2,757-37.1% |
| Participant deferral / active EE | $6,095 | $2,927+108.2% | $4,003+52.3% | $4,299+41.8% |
| Admin fee / account holder | $33,036 | $3,692+794.7% | $3,993+727.3% | $6,924+377.1% |