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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 | $137,801 | $78,690+75.1% | $161,489-14.7% | $87,485+57.5% |
| Participation rate | 85.7% | 67.5%+18.2pp | 78.7%+7.0pp | 68.9%+16.8pp |
| Annual return | 17.71% | 32.74%-15.0pp | 89.72%-72.0pp | 26.06%-8.4pp |
| Employer contribution / active EE | $1,968 | $2,588-24.0% | $4,268-53.9% | $2,596-24.2% |
| Participant deferral / active EE | $3,467 | $3,311+4.7% | $5,630-38.4% | $4,274-18.9% |
| Admin fee / account holder | $50,454 | $6,724+650.4% | $16,006+215.2% | $7,775+548.9% |