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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 | $93,043 | $100,073-7.0% | $85,126+9.3% | $145,877-36.2% |
| Participation rate | 71.4% | 74.1%-2.7pp | 67.5%+3.9pp | 80.3%-8.9pp |
| Annual return | 11.12% | 84.11%-73.0pp | 66.63%-55.5pp | 551.28%-540.2pp |
| Employer contribution / active EE | $2,420 | $3,236-25.2% | $2,731-11.4% | $4,663-48.1% |
| Participant deferral / active EE | $3,832 | $5,294-27.6% | $4,523-15.3% | $6,691-42.7% |
| Admin fee / account holder | $1,723 | $7,261-76.3% | $6,160-72.0% | $13,402-87.1% |