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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 | $111,135 | $78,707+41.2% | $117,861-5.7% | $70,126+58.5% |
| Participation rate | 79.6% | 73.2%+6.4pp | 79.7%-0.1pp | 69.5%+10.1pp |
| Annual return | 16.89% | 23.30%-6.4pp | 335.11%-318.2pp | 73.15%-56.3pp |
| Employer contribution / active EE | $1,784 | $2,223-19.8% | $3,786-52.9% | $2,343-23.8% |
| Participant deferral / active EE | $0 | $3,297-100.0% | $4,482-100.0% | $3,332-100.0% |
| Admin fee / account holder | $13,631 | $5,066+169.1% | $8,021+69.9% | $4,645+193.4% |