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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 | $60,464 | $96,965-37.6% | $97,995-38.3% | $147,586-59.0% |
| Participation rate | 85.7% | 83.6%+2.1pp | 82.4%+3.3pp | 82.8%+2.9pp |
| Annual return | 10.90% | 24.11%-13.2pp | 23.94%-13.0pp | 578.59%-567.7pp |
| Employer contribution / active EE | $2,677 | $4,536-41.0% | $4,158-35.6% | $4,876-45.1% |
| Participant deferral / active EE | $4,656 | $5,081-8.4% | $5,097-8.6% | $5,439-14.4% |
| Admin fee / account holder | $22,347 | $8,120+175.2% | $5,943+276.0% | $10,886+105.3% |