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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 | $107,752 | $91,198+18.2% | $178,503-39.6% | $79,856+34.9% |
| Participation rate | 71.9% | 69.2%+2.7pp | 81.9%-10.1pp | 69.6%+2.2pp |
| Annual return | 13.84% | 24.20%-10.4pp | 151.12%-137.3pp | 31.71%-17.9pp |
| Employer contribution / active EE | $1,985 | $3,257-39.1% | $5,011-60.4% | $2,471-19.7% |
| Participant deferral / active EE | $5,454 | $3,237+68.5% | $5,202+4.8% | $3,741+45.8% |
| Admin fee / account holder | $421 | $6,748-93.8% | $13,987-97.0% | $5,306-92.1% |