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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 | $163,390 | $105,623+54.7% | $87,502+86.7% | $273,972-40.4% |
| Participation rate | 75.0% | 78.2%-3.2pp | 73.8%+1.2pp | 83.0%-8.0pp |
| Annual return | 11.03% | 12.26%-1.2pp | 12.21%-1.2pp | 41.46%-30.4pp |
| Employer contribution / active EE | $625 | $3,141-80.1% | $2,550-75.5% | $4,869-87.2% |
| Participant deferral / active EE | $2,276 | $3,601-36.8% | $3,149-27.7% | $5,287-56.9% |
| Admin fee / account holder | $20,658 | $4,781+332.1% | $4,221+389.4% | $10,133+103.9% |