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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 | $106,455 | $77,638+37.1% | $156,551-32.0% | $62,881+69.3% |
| Participation rate | 84.6% | 71.2%+13.4pp | 84.0%+0.6pp | 69.3%+15.3pp |
| Annual return | 8.49% | 50.33%-41.8pp | 32.23%-23.7pp | 20.14%-11.7pp |
| Employer contribution / active EE | $1,816 | $3,444-47.3% | $5,501-67.0% | $2,281-20.4% |
| Participant deferral / active EE | $6,019 | $3,046+97.7% | $4,871+23.6% | $3,203+87.9% |
| Admin fee / account holder | $19,436 | $5,561+249.5% | $13,028+49.2% | $4,296+352.4% |