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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 | $90,177 | $124,980-27.8% | $108,359-16.8% | $154,746-41.7% |
| Participation rate | 76.9% | 75.2%+1.8pp | 70.1%+6.8pp | 80.7%-3.8pp |
| Annual return | 13.47% | 45.00%-31.5pp | 36.89%-23.4pp | 172.34%-158.9pp |
| Employer contribution / active EE | $1,837 | $2,851-35.6% | $2,399-23.4% | $4,379-58.1% |
| Participant deferral / active EE | $3,611 | $4,743-23.9% | $4,137-12.7% | $6,730-46.3% |
| Admin fee / account holder | $37,350 | $11,502+224.7% | $9,741+283.4% | $14,365+160.0% |