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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 | $62,516 | $68,878-9.2% | $120,574-48.2% | $80,935-22.8% |
| Participation rate | 70.0% | 61.7%+8.3pp | 71.9%-1.9pp | 67.7%+2.3pp |
| Annual return | 10.77% | 23.67%-12.9pp | 107.42%-96.7pp | 35.66%-24.9pp |
| Employer contribution / active EE | $1,325 | $2,065-35.8% | $3,471-61.8% | $2,757-51.9% |
| Participant deferral / active EE | $3,006 | $3,189-5.7% | $4,996-39.8% | $4,299-30.1% |
| Admin fee / account holder | $13,850 | $5,782+139.6% | $9,445+46.6% | $6,924+100.0% |