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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 | $128,658 | $83,337+54.4% | $67,834+89.7% | $273,972-53.0% |
| Participation rate | 75.0% | 76.4%-1.4pp | 68.8%+6.2pp | 83.0%-8.0pp |
| Annual return | 18.83% | 259.45%-240.6pp | 138.47%-119.6pp | 41.46%-22.6pp |
| Employer contribution / active EE | $619 | $3,287-81.2% | $2,403-74.2% | $4,869-87.3% |
| Participant deferral / active EE | $5,996 | $4,088+46.7% | $3,160+89.8% | $5,287+13.4% |
| Admin fee / account holder | $32,538 | $6,752+381.9% | $4,622+603.9% | $10,133+221.1% |