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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 | $125,839 | $99,345+26.7% | $84,753+48.5% | $273,972-54.1% |
| Participation rate | 72.2% | 80.7%-8.5pp | 76.6%-4.4pp | 83.0%-10.8pp |
| Annual return | 3.09% | 22.93%-19.8pp | 22.78%-19.7pp | 41.46%-38.4pp |
| Employer contribution / active EE | $667 | $4,214-84.2% | $3,574-81.3% | $4,869-86.3% |
| Participant deferral / active EE | $5,741 | $4,270+34.5% | $3,712+54.7% | $5,287+8.6% |
| Admin fee / account holder | $110,333 | $6,645+1560.3% | $5,333+1968.8% | $10,133+988.9% |