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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 | $105,067 | $100,004+5.1% | $81,438+29.0% | $145,959-28.0% |
| Participation rate | 72.7% | 74.2%-1.5pp | 69.5%+3.2pp | 80.3%-7.6pp |
| Annual return | 8.05% | 34.34%-26.3pp | 24.74%-16.7pp | 561.95%-553.9pp |
| Employer contribution / active EE | $2,455 | $2,970-17.3% | $2,460-0.2% | $4,661-47.3% |
| Participant deferral / active EE | $6,690 | $4,603+45.3% | $3,883+72.3% | $6,6890% |
| Admin fee / account holder | $95,930 | $8,202+1069.7% | $5,764+1564.4% | $13,398+616.0% |