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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 | $107,497 | $78,707+36.6% | $117,861-8.8% | $70,126+53.3% |
| Participation rate | 79.1% | 73.2%+5.9pp | 79.7%-0.6pp | 69.5%+9.5pp |
| Annual return | 17.11% | 23.30%-6.2pp | 335.11%-318.0pp | 73.15%-56.0pp |
| Employer contribution / active EE | $1,423 | $2,223-36.0% | $3,786-62.4% | $2,343-39.3% |
| Participant deferral / active EE | $2,852 | $3,297-13.5% | $4,482-36.4% | $3,332-14.4% |
| Admin fee / account holder | $2,274 | $5,066-55.1% | $8,021-71.6% | $4,645-51.0% |