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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 | $71,770 | $69,977+2.6% | $108,582-33.9% | $62,881+14.1% |
| Participation rate | 92.3% | 72.9%+19.4pp | 79.6%+12.7pp | 69.3%+23.0pp |
| Annual return | 9.12% | 10.73%-1.6pp | -51.70%+60.8pp | 20.14%-11.0pp |
| Employer contribution / active EE | $825 | $2,135-61.4% | $3,758-78.1% | $2,281-63.8% |
| Participant deferral / active EE | $3,299 | $3,165+4.3% | $4,311-23.5% | $3,203+3.0% |
| Admin fee / account holder | $27,106 | $5,076+433.9% | $7,645+254.5% | $4,296+531.0% |