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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 | $82,058 | $106,280-22.8% | $96,538-15.0% | $139,487-41.2% |
| Participation rate | 82.6% | 77.8%+4.8pp | 74.3%+8.3pp | 80.3%+2.3pp |
| Annual return | 12.02% | 38.48%-26.5pp | 35.74%-23.7pp | 373.84%-361.8pp |
| Employer contribution / active EE | $2,118 | $4,107-48.4% | $3,740-43.4% | $4,755-55.5% |
| Participant deferral / active EE | $4,671 | $5,457-14.4% | $4,880-4.3% | $6,713-30.4% |
| Admin fee / account holder | $44,603 | $7,888+465.5% | $6,737+562.0% | $11,407+291.0% |