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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 | $105,749 | $117,859-10.3% | $102,438+3.2% | $145,959-27.5% |
| Participation rate | 76.9% | 78.6%-1.7pp | 76.5%+0.4pp | 80.3%-3.4pp |
| Annual return | 17.66% | 31.72%-14.1pp | 29.37%-11.7pp | 561.95%-544.3pp |
| Employer contribution / active EE | $5,467 | $3,615+51.2% | $3,024+80.8% | $4,661+17.3% |
| Participant deferral / active EE | $14,301 | $5,732+149.5% | $5,054+183.0% | $6,689+113.8% |
| Admin fee / account holder | $52,350 | $13,318+293.1% | $9,448+454.1% | $13,398+290.7% |