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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 | $87,243 | $110,337-20.9% | $102,383-14.8% | $145,877-40.2% |
| Participation rate | 75.0% | 77.9%-2.9pp | 74.5%+0.5pp | 80.3%-5.3pp |
| Annual return | 15.72% | 24.83%-9.1pp | 24.94%-9.2pp | 551.28%-535.6pp |
| Employer contribution / active EE | $3,222 | $4,216-23.6% | $3,870-16.8% | $4,663-30.9% |
| Participant deferral / active EE | $5,723 | $5,621+1.8% | $5,060+13.1% | $6,691-14.5% |
| Admin fee / account holder | $70,172 | $9,750+619.7% | $8,391+736.2% | $13,402+423.6% |