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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 | $94,690 | $81,358+16.4% | $155,556-39.1% | $80,959+17.0% |
| Participation rate | 74.2% | 66.3%+7.9pp | 78.2%-4.0pp | 67.7%+6.5pp |
| Annual return | 13.97% | 33.39%-19.4pp | 64.84%-50.9pp | 35.67%-21.7pp |
| Employer contribution / active EE | $958 | $3,106-69.2% | $4,675-79.5% | $2,757-65.3% |
| Participant deferral / active EE | $5,633 | $3,455+63.0% | $5,6310% | $4,300+31.0% |
| Admin fee / account holder | $53,687 | $7,994+571.6% | $15,885+238.0% | $6,925+675.2% |