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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 | $107,553 | $78,607+36.8% | $105,624+1.8% | $74,478+44.4% |
| Participation rate | 74.8% | 72.8%+2.0pp | 75.3%-0.5pp | 67.2%+7.6pp |
| Annual return | 14.46% | 15.96%-1.5pp | 116.20%-101.7pp | 1370.56%-1356.1pp |
| Employer contribution / active EE | $1,744 | $2,523-30.9% | $3,168-44.9% | $2,626-33.6% |
| Participant deferral / active EE | $4,179 | $4,325-3.4% | $5,013-16.6% | $4,350-3.9% |
| Admin fee / account holder | $10,436 | $2,220+370.1% | $10,961-4.8% | $1,946+436.3% |