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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 | $104,517 | $107,421-2.7% | $182,262-42.7% | $94,015+11.2% |
| Participation rate | 77.8% | 77.8%0pp | 84.2%-6.4pp | 70.8%+7.0pp |
| Annual return | 30.78% | 21.32%+9.5pp | 140.60%-109.8pp | 17.84%+12.9pp |
| Employer contribution / active EE | $1,543 | $3,448-55.2% | $5,046-69.4% | $2,790-44.7% |
| Participant deferral / active EE | $5,103 | $6,558-22.2% | $8,276-38.3% | $4,249+20.1% |
| Admin fee / account holder | $1,400 | $8,692-83.9% | $16,712-91.6% | $8,951-84.4% |