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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 | $110,447 | $86,298+28.0% | $111,308-0.8% | $85,847+28.7% |
| Participation rate | 75.6% | 73.3%+2.3pp | 77.3%-1.7pp | 69.3%+6.3pp |
| Annual return | 13.74% | 19.99%-6.3pp | 54.67%-40.9pp | 318.61%-304.9pp |
| Employer contribution / active EE | $1,363 | $2,044-33.3% | $2,732-50.1% | $2,565-46.9% |
| Participant deferral / active EE | $3,834 | $3,641+5.3% | $4,487-14.6% | $3,952-3.0% |
| Admin fee / account holder | $34,729 | $8,189+324.1% | $7,965+336.0% | $6,261+454.7% |