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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 | $97,797 | $96,731+1.1% | $123,973-21.1% | $86,983+12.4% |
| Participation rate | 72.2% | 70.0%+2.2pp | 76.7%-4.4pp | 69.5%+2.7pp |
| Annual return | 14.33% | 17.33%-3.0pp | 388.13%-373.8pp | 25.83%-11.5pp |
| Employer contribution / active EE | $2,022 | $3,297-38.7% | $4,126-51.0% | $2,584-21.8% |
| Participant deferral / active EE | $3,496 | $4,152-15.8% | $5,247-33.4% | $4,194-16.6% |
| Admin fee / account holder | $23,962 | $8,722+174.7% | $11,799+103.1% | $7,856+205.0% |