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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 | $101,201 | $68,878+46.9% | $120,574-16.1% | $80,935+25.0% |
| Participation rate | 89.8% | 61.7%+28.1pp | 71.9%+17.9pp | 67.7%+22.1pp |
| Annual return | 11.09% | 23.67%-12.6pp | 107.42%-96.3pp | 35.66%-24.6pp |
| Employer contribution / active EE | $2,755 | $2,065+33.4% | $3,471-20.6% | $2,757-0.1% |
| Participant deferral / active EE | $4,689 | $3,189+47.1% | $4,996-6.1% | $4,299+9.1% |
| Admin fee / account holder | $24,561 | $5,782+324.8% | $9,445+160.0% | $6,924+254.7% |