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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 | $100,115 | $99,652+0.5% | $78,778+27.1% | $147,586-32.2% |
| Participation rate | 75.0% | 76.2%-1.2pp | 69.2%+5.8pp | 82.8%-7.8pp |
| Annual return | 16.74% | 47.28%-30.5pp | 35.62%-18.9pp | 578.59%-561.9pp |
| Employer contribution / active EE | $939 | $2,796-66.4% | $1,986-52.7% | $4,876-80.7% |
| Participant deferral / active EE | $1,053 | $3,664-71.3% | $2,958-64.4% | $5,439-80.6% |
| Admin fee / account holder | $44,269 | $7,155+518.7% | $5,134+762.3% | $10,886+306.7% |