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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 | $100,147-14.5% | $81,286+5.4% | $145,877-41.3% |
| Participation rate | 72.7% | 74.2%-1.5pp | 69.5%+3.2pp | 80.3%-7.6pp |
| Annual return | 11.64% | 34.44%-22.8pp | 24.80%-13.2pp | 551.28%-539.6pp |
| Employer contribution / active EE | $2,228 | $2,977-25.2% | $2,463-9.5% | $4,663-52.2% |
| Participant deferral / active EE | $8,018 | $4,607+74.0% | $3,883+106.5% | $6,691+19.8% |
| Admin fee / account holder | $36,645 | $8,201+346.8% | $5,764+535.8% | $13,402+173.4% |