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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 | $80,794 | $117,895-31.5% | $102,460-21.1% | $145,897-44.6% |
| Participation rate | 77.8% | 78.6%-0.9pp | 76.5%+1.3pp | 80.3%-2.5pp |
| Annual return | 11.86% | 31.92%-20.1pp | 29.47%-17.6pp | 552.29%-540.4pp |
| Employer contribution / active EE | $1,659 | $3,619-54.2% | $3,025-45.2% | $4,663-64.4% |
| Participant deferral / active EE | $3,805 | $5,736-33.7% | $5,056-24.8% | $6,689-43.1% |
| Admin fee / account holder | $33,577 | $13,353+151.5% | $9,460+254.9% | $13,390+150.8% |