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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 | $117,829-6.6% | $102,423+7.5% | $145,877-24.5% |
| Participation rate | 75.0% | 78.6%-3.6pp | 76.5%-1.5pp | 80.3%-5.3pp |
| Annual return | 10.70% | 31.83%-21.1pp | 29.42%-18.7pp | 551.28%-540.6pp |
| Employer contribution / active EE | $3,306 | $3,615-8.5% | $3,023+9.4% | $4,663-29.1% |
| Participant deferral / active EE | $4,835 | $5,732-15.7% | $5,054-4.3% | $6,691-27.7% |
| Admin fee / account holder | $2,341 | $13,335-82.4% | $9,455-75.2% | $13,402-82.5% |