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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 | $78,896 | $78,690+0.3% | $161,489-51.1% | $87,485-9.8% |
| Participation rate | 84.4% | 67.5%+17.0pp | 78.7%+5.7pp | 68.9%+15.5pp |
| Annual return | 15.84% | 32.74%-16.9pp | 89.72%-73.9pp | 26.06%-10.2pp |
| Employer contribution / active EE | $2,393 | $2,588-7.5% | $4,268-43.9% | $2,596-7.8% |
| Participant deferral / active EE | $5,237 | $3,311+58.2% | $5,630-7.0% | $4,274+22.5% |
| Admin fee / account holder | $13,962 | $6,724+107.7% | $16,006-12.8% | $7,775+79.6% |