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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 | $103,139 | $117,904-12.5% | $102,457+0.7% | $145,978-29.3% |
| Participation rate | 77.8% | 78.6%-0.8pp | 76.5%+1.3pp | 80.3%-2.5pp |
| Annual return | 14.53% | 31.80%-17.3pp | 29.41%-14.9pp | 550.52%-536.0pp |
| Employer contribution / active EE | $5,991 | $3,613+65.8% | $3,022+98.2% | $4,662+28.5% |
| Participant deferral / active EE | $2,509 | $5,733-56.2% | $5,054-50.4% | $6,690-62.5% |
| Admin fee / account holder | $34,534 | $13,329+159.1% | $9,451+265.4% | $13,400+157.7% |