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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 | $74,378 | $97,125-23.4% | $86,233-13.7% | $137,256-45.8% |
| Participation rate | 78.6% | 74.2%+4.4pp | 69.0%+9.6pp | 80.0%-1.4pp |
| Annual return | 25.18% | 74.19%-49.0pp | 61.39%-36.2pp | 220.34%-195.2pp |
| Employer contribution / active EE | $679 | $2,841-76.1% | $2,504-72.9% | $4,156-83.7% |
| Participant deferral / active EE | $4,657 | $5,180-10.1% | $4,559+2.1% | $6,407-27.3% |
| Admin fee / account holder | $47,155 | $9,725+384.9% | $8,342+465.3% | $12,270+284.3% |