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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 | $94,198 | $95,415-1.3% | $185,851-49.3% | $85,851+9.7% |
| Participation rate | 75.0% | 68.8%+6.2pp | 81.7%-6.7pp | 69.3%+5.7pp |
| Annual return | 15.12% | 23.59%-8.5pp | 122.11%-107.0pp | 318.63%-303.5pp |
| Employer contribution / active EE | $2,595 | $3,314-21.7% | $5,168-49.8% | $2,565+1.2% |
| Participant deferral / active EE | $6,658 | $3,424+94.5% | $5,569+19.6% | $3,952+68.5% |
| Admin fee / account holder | $22,172 | $7,215+207.3% | $16,245+36.5% | $6,261+254.1% |