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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 | $142,344 | $78,690+80.9% | $161,489-11.9% | $87,485+62.7% |
| Participation rate | 71.0% | 67.5%+3.5pp | 78.7%-7.7pp | 68.9%+2.0pp |
| Annual return | 12.76% | 32.74%-20.0pp | 89.72%-77.0pp | 26.06%-13.3pp |
| Employer contribution / active EE | $2,096 | $2,588-19.0% | $4,268-50.9% | $2,596-19.3% |
| Participant deferral / active EE | $5,926 | $3,311+79.0% | $5,630+5.3% | $4,274+38.7% |
| Admin fee / account holder | $27,816 | $6,724+313.7% | $16,006+73.8% | $7,775+257.8% |