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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 | $102,892 | $172,111-40.2% | $150,298-31.5% | $137,256-25.0% |
| Participation rate | 83.3% | 81.7%+1.6pp | 77.8%+5.6pp | 80.0%+3.4pp |
| Annual return | 12.53% | 69.37%-56.8pp | 62.79%-50.3pp | 220.34%-207.8pp |
| Employer contribution / active EE | $1,958 | $4,636-57.8% | $4,154-52.9% | $4,156-52.9% |
| Participant deferral / active EE | $5,047 | $6,166-18.2% | $5,453-7.4% | $6,407-21.2% |
| Admin fee / account holder | $106,709 | $16,471+547.9% | $14,116+656.0% | $12,270+769.7% |