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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 | $140,190 | $98,760+42.0% | $149,715-6.4% | $79,858+75.5% |
| Participation rate | 75.0% | 75.8%-0.8pp | 82.5%-7.5pp | 69.6%+5.4pp |
| Annual return | 19.03% | 27.43%-8.4pp | 276.66%-257.6pp | 31.72%-12.7pp |
| Employer contribution / active EE | $2,076 | $3,217-35.5% | $4,645-55.3% | $2,471-16.0% |
| Participant deferral / active EE | $4,124 | $5,681-27.4% | $6,842-39.7% | $3,740+10.3% |
| Admin fee / account holder | $720 | $6,053-88.1% | $9,310-92.3% | $5,306-86.4% |