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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 | $103,898 | $78,636+32.1% | $105,607-1.6% | $74,459+39.5% |
| Participation rate | 71.4% | 72.8%-1.3pp | 75.3%-3.8pp | 67.2%+4.2pp |
| Annual return | 19.84% | 15.96%+3.9pp | 116.11%-96.3pp | 1369.70%-1349.9pp |
| Employer contribution / active EE | $1,060 | $2,523-58.0% | $3,167-66.5% | $2,626-59.6% |
| Participant deferral / active EE | $3,706 | $4,322-14.2% | $5,011-26.0% | $4,350-14.8% |
| Admin fee / account holder | $2,174 | $2,220-2.1% | $10,958-80.2% | $1,945+11.8% |