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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 | $104,006 | $93,346+11.4% | $71,796+44.9% | $273,972-62.0% |
| Participation rate | 85.7% | 76.5%+9.2pp | 69.1%+16.6pp | 83.0%+2.7pp |
| Annual return | 6.56% | 130.39%-123.8pp | 78.04%-71.5pp | 41.46%-34.9pp |
| Employer contribution / active EE | $0 | $2,733-100.0% | $1,924-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,175 | $3,475-66.2% | $2,794-57.9% | $5,287-77.8% |
| Admin fee / account holder | $10,364 | $6,571+57.7% | $4,815+115.3% | $10,133+2.3% |