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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 | $100,125+4.9% | $81,482+28.9% | $145,978-28.0% |
| Participation rate | 72.7% | 74.2%-1.5pp | 69.5%+3.2pp | 80.3%-7.6pp |
| Annual return | 8.05% | 34.44%-26.4pp | 24.79%-16.7pp | 550.52%-542.5pp |
| Employer contribution / active EE | $2,455 | $2,977-17.6% | $2,463-0.3% | $4,662-47.3% |
| Participant deferral / active EE | $6,690 | $4,609+45.1% | $3,885+72.2% | $6,6900% |
| Admin fee / account holder | $95,930 | $8,198+1070.2% | $5,761+1565.0% | $13,400+615.9% |