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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 | $85,009 | $85,0240% | $70,544+20.5% | $139,466-39.0% |
| Participation rate | 76.9% | 73.9%+3.0pp | 68.4%+8.6pp | 80.3%-3.4pp |
| Annual return | 17.24% | 30.39%-13.1pp | 32.79%-15.5pp | 373.66%-356.4pp |
| Employer contribution / active EE | $2,272 | $3,912-41.9% | $2,976-23.6% | $4,754-52.2% |
| Participant deferral / active EE | $4,257 | $5,891-27.7% | $4,568-6.8% | $6,712-36.6% |
| Admin fee / account holder | $2,335 | $8,928-73.9% | $6,427-63.7% | $11,409-79.5% |