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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 | $104,116 | $91,198+14.2% | $178,503-41.7% | $79,856+30.4% |
| Participation rate | 72.7% | 69.2%+3.5pp | 81.9%-9.2pp | 69.6%+3.1pp |
| Annual return | 15.19% | 24.20%-9.0pp | 151.12%-135.9pp | 31.71%-16.5pp |
| Employer contribution / active EE | $2,949 | $3,257-9.5% | $5,011-41.2% | $2,471+19.3% |
| Participant deferral / active EE | $4,292 | $3,237+32.6% | $5,202-17.5% | $3,741+14.7% |
| Admin fee / account holder | $33,607 | $6,748+398.0% | $13,987+140.3% | $5,306+533.3% |