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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 | $102,285 | $91,559+11.7% | $133,978-23.7% | $79,856+28.1% |
| Participation rate | 76.9% | 73.3%+3.6pp | 79.8%-2.9pp | 69.6%+7.3pp |
| Annual return | 16.56% | 61.85%-45.3pp | 45.10%-28.5pp | 31.71%-15.2pp |
| Employer contribution / active EE | $1,644 | $2,384-31.0% | $3,919-58.1% | $2,471-33.5% |
| Participant deferral / active EE | $2,720 | $3,734-27.2% | $5,047-46.1% | $3,741-27.3% |
| Admin fee / account holder | $2,617 | $6,321-58.6% | $8,930-70.7% | $5,306-50.7% |