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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 | $85,676 | $100,262-14.5% | $81,370+5.3% | $145,897-41.3% |
| Participation rate | 72.7% | 74.3%-1.6pp | 69.5%+3.2pp | 80.3%-7.6pp |
| Annual return | 11.64% | 34.52%-22.9pp | 24.85%-13.2pp | 552.29%-540.7pp |
| Employer contribution / active EE | $2,228 | $2,979-25.2% | $2,464-9.6% | $4,663-52.2% |
| Participant deferral / active EE | $8,018 | $4,612+73.8% | $3,885+106.4% | $6,689+19.9% |
| Admin fee / account holder | $36,645 | $8,163+348.9% | $5,749+537.4% | $13,390+173.7% |