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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 | $103,185 | $127,790-19.3% | $106,554-3.2% | $167,553-38.4% |
| Participation rate | 75.0% | 78.3%-3.3pp | 76.1%-1.1pp | 82.1%-7.1pp |
| Annual return | 8.95% | 33.88%-24.9pp | 26.80%-17.9pp | 478.89%-469.9pp |
| Employer contribution / active EE | $3,523 | $3,427+2.8% | $2,819+25.0% | $4,840-27.2% |
| Participant deferral / active EE | $7,129 | $5,088+40.1% | $4,398+62.1% | $6,343+12.4% |
| Admin fee / account holder | $536 | $11,231-95.2% | $7,408-92.8% | $12,316-95.7% |