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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 | $110,854 | $98,240+12.8% | $82,312+34.7% | $147,586-24.9% |
| Participation rate | 75.0% | 79.7%-4.7pp | 76.9%-1.9pp | 82.8%-7.8pp |
| Annual return | 19.00% | 30.85%-11.9pp | 25.88%-6.9pp | 578.59%-559.6pp |
| Employer contribution / active EE | $2,934 | $3,192-8.1% | $2,428+20.8% | $4,876-39.8% |
| Participant deferral / active EE | $4,468 | $4,383+1.9% | $3,706+20.6% | $5,439-17.9% |
| Admin fee / account holder | $1,988 | $8,563-76.8% | $5,608-64.5% | $10,886-81.7% |