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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 | $77,741 | $106,918-27.3% | $84,021-7.5% | $152,897-49.2% |
| Participation rate | 70.8% | 75.2%-4.4pp | 69.0%+1.8pp | 82.5%-11.6pp |
| Annual return | 21.72% | 105.01%-83.3pp | 71.32%-49.6pp | 345.43%-323.7pp |
| Employer contribution / active EE | $1,170 | $2,735-57.2% | $1,984-41.0% | $4,764-75.4% |
| Participant deferral / active EE | $1,786 | $4,012-55.5% | $3,239-44.9% | $5,851-69.5% |
| Admin fee / account holder | $17,729 | $8,288+113.9% | $6,102+190.6% | $11,599+52.8% |