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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 | $91,001 | $105,210-13.5% | $159,487-42.9% | $85,851+6.0% |
| Participation rate | 72.7% | 75.8%-3.1pp | 82.8%-10.1pp | 69.3%+3.4pp |
| Annual return | 19.44% | 45.08%-25.6pp | 263.71%-244.3pp | 318.63%-299.2pp |
| Employer contribution / active EE | $3,084 | $3,319-7.1% | $4,831-36.2% | $2,565+20.2% |
| Participant deferral / active EE | $7,213 | $5,946+21.3% | $7,354-1.9% | $3,952+82.5% |
| Admin fee / account holder | $6,117 | $6,934-11.8% | $10,804-43.4% | $6,261-2.3% |