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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 | $110,096 | $117,895-6.6% | $102,460+7.5% | $145,897-24.5% |
| Participation rate | 75.0% | 78.6%-3.6pp | 76.5%-1.5pp | 80.3%-5.3pp |
| Annual return | 10.70% | 31.92%-21.2pp | 29.47%-18.8pp | 552.29%-541.6pp |
| Employer contribution / active EE | $3,306 | $3,619-8.6% | $3,025+9.3% | $4,663-29.1% |
| Participant deferral / active EE | $4,835 | $5,736-15.7% | $5,056-4.4% | $6,689-27.7% |
| Admin fee / account holder | $2,341 | $13,353-82.5% | $9,460-75.3% | $13,390-82.5% |