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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 | $106,560 | $96,236+10.7% | $133,698-20.3% | $80,959+31.6% |
| Participation rate | 71.3% | 71.2%+0.1pp | 76.4%-5.2pp | 67.7%+3.6pp |
| Annual return | 17.41% | 28.74%-11.3pp | 580.90%-563.5pp | 35.67%-18.3pp |
| Employer contribution / active EE | $3,076 | $3,350-8.2% | $4,218-27.1% | $2,757+11.6% |
| Participant deferral / active EE | $6,955 | $5,709+21.8% | $7,016-0.9% | $4,300+61.7% |
| Admin fee / account holder | $2,401 | $8,250-70.9% | $6,703-64.2% | $6,925-65.3% |