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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 | $124,389 | $54,541+128.1% | $78,778+57.9% | $70,126+77.4% |
| Participation rate | 71.9% | 60.8%+11.1pp | 69.2%+2.7pp | 69.5%+2.3pp |
| Annual return | 15.71% | 21.07%-5.4pp | 35.62%-19.9pp | 73.15%-57.4pp |
| Employer contribution / active EE | $572 | $1,089-47.5% | $1,986-71.2% | $2,343-75.6% |
| Participant deferral / active EE | $4,896 | $2,210+121.5% | $2,958+65.5% | $3,332+46.9% |
| Admin fee / account holder | $13,284 | $3,709+258.2% | $5,134+158.8% | $4,645+186.0% |