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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 | $86,113 | $116,203-25.9% | $93,621-8.0% | $152,897-43.7% |
| Participation rate | 78.3% | 78.1%+0.2pp | 75.8%+2.4pp | 82.5%-4.2pp |
| Annual return | 26.69% | 35.96%-9.3pp | 32.76%-6.1pp | 345.43%-318.7pp |
| Employer contribution / active EE | $2,738 | $3,219-14.9% | $2,719+0.7% | $4,764-42.5% |
| Participant deferral / active EE | $6,538 | $4,605+42.0% | $4,070+60.7% | $5,851+11.7% |
| Admin fee / account holder | $3,074 | $10,751-71.4% | $7,890-61.0% | $11,599-73.5% |