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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 | $95,237 | $98,240-3.1% | $82,312+15.7% | $147,586-35.5% |
| Participation rate | 70.6% | 79.7%-9.1pp | 76.9%-6.3pp | 82.8%-12.2pp |
| Annual return | 17.16% | 30.85%-13.7pp | 25.88%-8.7pp | 578.59%-561.4pp |
| Employer contribution / active EE | $2,907 | $3,192-8.9% | $2,428+19.7% | $4,876-40.4% |
| Participant deferral / active EE | $5,892 | $4,383+34.4% | $3,706+59.0% | $5,439+8.3% |
| Admin fee / account holder | $2,001 | $8,563-76.6% | $5,608-64.3% | $10,886-81.6% |