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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 | $121,927 | $104,251+17.0% | $91,004+34.0% | $147,586-17.4% |
| Participation rate | 70.0% | 78.2%-8.2pp | 75.6%-5.6pp | 82.8%-12.8pp |
| Annual return | 15.15% | 27.06%-11.9pp | 4.60%+10.6pp | 578.59%-563.4pp |
| Employer contribution / active EE | $1,683 | $3,116-46.0% | $2,456-31.4% | $4,876-65.5% |
| Participant deferral / active EE | $4,044 | $4,195-3.6% | $3,548+14.0% | $5,439-25.7% |
| Admin fee / account holder | $10,071 | $8,948+12.6% | $5,417+85.9% | $10,886-7.5% |