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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 | $96,251 | $105,160-8.5% | $94,679+1.7% | $139,456-31.0% |
| Participation rate | 78.9% | 82.4%-3.4pp | 80.8%-1.9pp | 80.3%-1.4pp |
| Annual return | 13.96% | 38.04%-24.1pp | 156.75%-142.8pp | 373.45%-359.5pp |
| Employer contribution / active EE | $3,260 | $4,107-20.6% | $3,673-11.2% | $4,753-31.4% |
| Participant deferral / active EE | $7,883 | $7,599+3.7% | $7,417+6.3% | $6,711+17.5% |
| Admin fee / account holder | $31,608 | $8,988+251.7% | $7,233+337.0% | $11,407+177.1% |