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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 | $214,397 | $96,956+121.1% | $69,779+207.2% | $273,972-21.7% |
| Participation rate | 75.0% | 77.1%-2.1pp | 71.8%+3.2pp | 83.0%-8.0pp |
| Annual return | 6.19% | 12.93%-6.7pp | 12.99%-6.8pp | 41.46%-35.3pp |
| Employer contribution / active EE | $791 | $3,316-76.2% | $2,338-66.2% | $4,869-83.8% |
| Participant deferral / active EE | $1,259 | $3,744-66.4% | $2,931-57.0% | $5,287-76.2% |
| Admin fee / account holder | $47,524 | $7,934+499.0% | $4,381+984.8% | $10,133+369.0% |