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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 | $87,606 | $104,937-16.5% | $84,628+3.5% | $152,897-42.7% |
| Participation rate | 71.4% | 74.8%-3.4pp | 68.2%+3.2pp | 82.5%-11.0pp |
| Annual return | 14.06% | 373.88%-359.8pp | 258.80%-244.7pp | 345.43%-331.4pp |
| Employer contribution / active EE | $2,401 | $3,303-27.3% | $2,653-9.5% | $4,764-49.6% |
| Participant deferral / active EE | $4,517 | $4,690-3.7% | $3,900+15.8% | $5,851-22.8% |
| Admin fee / account holder | $4,034 | $6,243-35.4% | $4,914-17.9% | $11,599-65.2% |