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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 | $81,337 | $93,346-12.9% | $71,796+13.3% | $273,970-70.3% |
| Participation rate | 83.3% | 76.5%+6.8pp | 69.1%+14.2pp | 83.0%+0.3pp |
| Annual return | 5.84% | 130.39%-124.5pp | 78.04%-72.2pp | 41.46%-35.6pp |
| Employer contribution / active EE | $895 | $2,733-67.3% | $1,924-53.5% | $4,869-81.6% |
| Participant deferral / active EE | $3,405 | $3,475-2.0% | $2,794+21.8% | $5,287-35.6% |
| Admin fee / account holder | $24,165 | $6,571+267.8% | $4,815+401.9% | $10,132+138.5% |