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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 | $111,550 | $91,198+22.3% | $178,503-37.5% | $79,856+39.7% |
| Participation rate | 78.0% | 69.2%+8.8pp | 81.9%-3.9pp | 69.6%+8.4pp |
| Annual return | 17.41% | 24.20%-6.8pp | 151.12%-133.7pp | 31.71%-14.3pp |
| Employer contribution / active EE | $1,826 | $3,257-43.9% | $5,011-63.6% | $2,471-26.1% |
| Participant deferral / active EE | $4,186 | $3,237+29.3% | $5,202-19.5% | $3,741+11.9% |
| Admin fee / account holder | $9,953 | $6,748+47.5% | $13,987-28.8% | $5,306+87.6% |