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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 | $68,552 | $112,729-39.2% | $98,716-30.6% | $137,256-50.1% |
| Participation rate | 90.9% | 74.2%+16.7pp | 69.3%+21.6pp | 80.0%+10.9pp |
| Annual return | 15.26% | 38.48%-23.2pp | 31.81%-16.5pp | 220.34%-205.1pp |
| Employer contribution / active EE | $1,867 | $2,725-31.5% | $2,279-18.0% | $4,156-55.1% |
| Participant deferral / active EE | $3,438 | $4,640-25.9% | $4,048-15.1% | $6,407-46.3% |
| Admin fee / account holder | $53,831 | $10,129+431.5% | $8,703+518.5% | $12,270+338.7% |