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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 | $98,332 | $103,008-4.5% | $90,304+8.9% | $152,897-35.7% |
| Participation rate | 72.2% | 75.9%-3.6pp | 73.3%-1.1pp | 82.5%-10.2pp |
| Annual return | 21.73% | 95.22%-73.5pp | 78.13%-56.4pp | 345.43%-323.7pp |
| Employer contribution / active EE | $2,170 | $3,139-30.9% | $2,855-24.0% | $4,764-54.4% |
| Participant deferral / active EE | $5,090 | $4,281+18.9% | $3,885+31.0% | $5,851-13.0% |
| Admin fee / account holder | $2,363 | $6,175-61.7% | $5,354-55.9% | $11,599-79.6% |