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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 | $117,895-10.3% | $102,460+3.2% | $145,897-27.5% |
| Participation rate | 76.9% | 78.6%-1.7pp | 76.5%+0.4pp | 80.3%-3.4pp |
| Annual return | 17.66% | 31.92%-14.3pp | 29.47%-11.8pp | 552.29%-534.6pp |
| Employer contribution / active EE | $5,467 | $3,619+51.1% | $3,025+80.7% | $4,663+17.3% |
| Participant deferral / active EE | $14,301 | $5,736+149.3% | $5,056+182.9% | $6,689+113.8% |
| Admin fee / account holder | $52,350 | $13,353+292.1% | $9,460+453.4% | $13,390+291.0% |