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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 | $92,574 | $98,776-6.3% | $149,745-38.2% | $79,856+15.9% |
| Participation rate | 75.9% | 75.8%+0.1pp | 82.5%-6.6pp | 69.6%+6.2pp |
| Annual return | 15.87% | 27.38%-11.5pp | 276.72%-260.9pp | 31.71%-15.8pp |
| Employer contribution / active EE | $2,771 | $3,217-13.9% | $4,646-40.3% | $2,471+12.1% |
| Participant deferral / active EE | $6,946 | $5,681+22.3% | $6,843+1.5% | $3,741+85.7% |
| Admin fee / account holder | $27,623 | $6,053+356.4% | $9,312+196.7% | $5,306+420.6% |