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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 | $129,267 | $99,875+29.4% | $146,866-12.0% | $86,983+48.6% |
| Participation rate | 75.0% | 75.8%-0.8pp | 82.5%-7.5pp | 69.5%+5.5pp |
| Annual return | 17.73% | 28.10%-10.4pp | 102.85%-85.1pp | 25.83%-8.1pp |
| Employer contribution / active EE | $2,857 | $3,224-11.4% | $4,425-35.4% | $2,584+10.6% |
| Participant deferral / active EE | $6,280 | $6,322-0.7% | $7,759-19.1% | $4,194+49.7% |
| Admin fee / account holder | $19,898 | $7,838+153.9% | $13,620+46.1% | $7,856+153.3% |