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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 | $110,631 | $115,917-4.6% | $100,535+10.0% | $158,982-30.4% |
| Participation rate | 75.0% | 81.6%-6.6pp | 79.4%-4.4pp | 82.0%-7.0pp |
| Annual return | 10.94% | 34.80%-23.9pp | 30.90%-20.0pp | 302.99%-292.0pp |
| Employer contribution / active EE | $1,551 | $4,105-62.2% | $3,419-54.6% | $4,763-67.4% |
| Participant deferral / active EE | $5,382 | $6,677-19.4% | $6,271-14.2% | $5,983-10.1% |
| Admin fee / account holder | $24,358 | $11,002+121.4% | $8,085+201.3% | $11,252+116.5% |