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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 | $73,057 | $117,846-38.0% | $102,434-28.7% | $145,884-49.9% |
| Participation rate | 81.3% | 78.6%+2.6pp | 76.5%+4.7pp | 80.3%+0.9pp |
| Annual return | 12.51% | 31.90%-19.4pp | 29.46%-17.0pp | 551.85%-539.3pp |
| Employer contribution / active EE | $2,772 | $3,615-23.3% | $3,023-8.3% | $4,662-40.5% |
| Participant deferral / active EE | $2,918 | $5,733-49.1% | $5,055-42.3% | $6,690-56.4% |
| Admin fee / account holder | $43,913 | $13,356+228.8% | $9,462+364.1% | $13,392+227.9% |