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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 | $84,514 | $70,430+20.0% | $96,572-12.5% | $85,851-1.6% |
| Participation rate | 89.4% | 61.8%+27.6pp | 69.8%+19.6pp | 69.3%+20.1pp |
| Annual return | 11.19% | 18.58%-7.4pp | 37.79%-26.6pp | 318.63%-307.4pp |
| Employer contribution / active EE | $438 | $1,413-69.0% | $2,357-81.4% | $2,565-82.9% |
| Participant deferral / active EE | $3,655 | $2,894+26.3% | $3,850-5.1% | $3,952-7.5% |
| Admin fee / account holder | $14,653 | $4,996+193.3% | $6,183+137.0% | $6,261+134.0% |