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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 | $114,685 | $103,164+11.2% | $90,259+27.1% | $154,746-25.9% |
| Participation rate | 75.0% | 76.1%-1.1pp | 70.7%+4.3pp | 80.7%-5.7pp |
| Annual return | 14.34% | 19.25%-4.9pp | 18.88%-4.5pp | 172.34%-158.0pp |
| Employer contribution / active EE | $1,311 | $2,532-48.2% | $2,291-42.8% | $4,379-70.1% |
| Participant deferral / active EE | $3,273 | $4,422-26.0% | $3,827-14.5% | $6,730-51.4% |
| Admin fee / account holder | $35,370 | $8,593+311.6% | $7,267+386.7% | $14,365+146.2% |