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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 | $107,692 | $102,663+4.9% | $86,216+24.9% | $139,466-22.8% |
| Participation rate | 71.4% | 74.5%-3.1pp | 69.0%+2.5pp | 80.3%-8.9pp |
| Annual return | 14.07% | 1924.52%-1910.4pp | 1169.42%-1155.3pp | 373.66%-359.6pp |
| Employer contribution / active EE | $1,740 | $3,035-42.7% | $2,382-26.9% | $4,754-63.4% |
| Participant deferral / active EE | $4,361 | $4,677-6.8% | $3,986+9.4% | $6,712-35.0% |
| Admin fee / account holder | $4,376 | $8,663-49.5% | $6,853-36.2% | $11,409-61.6% |