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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 | $104,661 | $77,569+34.9% | $115,599-9.5% | $64,097+63.3% |
| Participation rate | 80.2% | 60.7%+19.5pp | 74.3%+5.9pp | 55.2%+25.0pp |
| Annual return | 12.52% | 18.52%-6.0pp | 111.10%-98.6pp | 34.64%-22.1pp |
| Employer contribution / active EE | $1,429 | $1,915-25.3% | $2,955-51.6% | $1,891-24.4% |
| Participant deferral / active EE | $3,754 | $3,327+12.8% | $4,889-23.2% | $3,080+21.9% |
| Admin fee / account holder | $24,122 | $4,470+439.7% | $12,841+87.9% | $3,454+598.3% |