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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 | $109,834 | $152,612-28.0% | $125,192-12.3% | $152,897-28.2% |
| Participation rate | 85.7% | 83.3%+2.4pp | 79.8%+5.9pp | 82.5%+3.3pp |
| Annual return | 27.57% | 54.85%-27.3pp | 43.79%-16.2pp | 345.43%-317.9pp |
| Employer contribution / active EE | $1,577 | $4,947-68.1% | $3,866-59.2% | $4,764-66.9% |
| Participant deferral / active EE | $3,229 | $5,868-45.0% | $4,937-34.6% | $5,851-44.8% |
| Admin fee / account holder | $6,063 | $13,437-54.9% | $9,704-37.5% | $11,599-47.7% |