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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 | $78,562+36.9% | $105,608+1.8% | $74,429+44.5% |
| Participation rate | 74.8% | 72.8%+2.0pp | 75.3%-0.5pp | 67.2%+7.6pp |
| Annual return | 14.46% | 15.94%-1.5pp | 116.50%-102.0pp | 1368.38%-1353.9pp |
| Employer contribution / active EE | $1,744 | $2,521-30.8% | $3,167-44.9% | $2,625-33.5% |
| Participant deferral / active EE | $4,179 | $4,321-3.3% | $5,010-16.6% | $4,348-3.9% |
| Admin fee / account holder | $10,436 | $2,217+370.8% | $11,028-5.4% | $1,944+436.7% |