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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 | $88,287 | $91,559-3.6% | $133,971-34.1% | $79,852+10.6% |
| Participation rate | 73.1% | 73.3%-0.2pp | 79.8%-6.7pp | 69.6%+3.5pp |
| Annual return | 10.34% | 61.85%-51.5pp | 45.09%-34.8pp | 31.72%-21.4pp |
| Employer contribution / active EE | $2,372 | $2,384-0.5% | $3,919-39.5% | $2,471-4.0% |
| Participant deferral / active EE | $4,444 | $3,734+19.0% | $5,047-11.9% | $3,740+18.8% |
| Admin fee / account holder | $13,231 | $6,321+109.3% | $8,929+48.2% | $5,306+149.3% |