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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 | $111,211 | $99,994+11.2% | $146,643-24.2% | $85,847+29.5% |
| Participation rate | 96.2% | 73.1%+23.1pp | 80.1%+16.1pp | 69.3%+26.8pp |
| Annual return | 13.00% | 18.93%-5.9pp | 22.75%-9.7pp | 318.61%-305.6pp |
| Employer contribution / active EE | $2,666 | $2,559+4.2% | $4,137-35.6% | $2,565+3.9% |
| Participant deferral / active EE | $3,922 | $4,006-2.1% | $5,506-28.8% | $3,952-0.8% |
| Admin fee / account holder | $31,028 | $7,703+302.8% | $10,280+201.8% | $6,261+395.6% |