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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 | $72,474 | $75,183-3.6% | $123,894-41.5% | $55,167+31.4% |
| Participation rate | 73.3% | 72.8%+0.5pp | 81.4%-8.1pp | 69.0%+4.3pp |
| Annual return | 7.57% | 19.01%-11.4pp | 47.52%-40.0pp | 169.23%-161.7pp |
| Employer contribution / active EE | $3,080 | $2,823+9.1% | $4,617-33.3% | $1,963+56.9% |
| Participant deferral / active EE | $5,424 | $5,084+6.7% | $5,984-9.4% | $3,054+77.6% |
| Admin fee / account holder | $14,684 | $663+2116.3% | $8,357+75.7% | $504+2814.0% |