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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 | $102,715 | $91,167+12.7% | $178,498-42.5% | $79,858+28.6% |
| Participation rate | 73.1% | 69.2%+3.9pp | 81.9%-8.9pp | 69.6%+3.4pp |
| Annual return | 14.59% | 24.19%-9.6pp | 151.09%-136.5pp | 31.72%-17.1pp |
| Employer contribution / active EE | $3,751 | $3,255+15.2% | $5,011-25.1% | $2,471+51.8% |
| Participant deferral / active EE | $6,357 | $3,236+96.5% | $5,202+22.2% | $3,740+70.0% |
| Admin fee / account holder | $27,303 | $6,747+304.6% | $13,985+95.2% | $5,306+414.6% |