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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 | $108,107 | $152,592-29.2% | $125,180-13.6% | $152,885-29.3% |
| Participation rate | 87.5% | 83.3%+4.2pp | 79.8%+7.7pp | 82.5%+5.0pp |
| Annual return | 12.85% | 54.84%-42.0pp | 43.79%-30.9pp | 345.39%-332.5pp |
| Employer contribution / active EE | $2,171 | $4,947-56.1% | $3,866-43.8% | $4,763-54.4% |
| Participant deferral / active EE | $4,209 | $5,868-28.3% | $4,937-14.8% | $5,851-28.1% |
| Admin fee / account holder | $34,589 | $13,435+157.5% | $9,703+256.5% | $11,598+198.2% |