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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 | $109,243 | $106,923+2.2% | $84,023+30.0% | $152,909-28.6% |
| Participation rate | 83.3% | 75.3%+8.1pp | 69.0%+14.3pp | 82.5%+0.9pp |
| Annual return | 18.26% | 105.02%-86.8pp | 71.32%-53.1pp | 345.46%-327.2pp |
| Employer contribution / active EE | $1,048 | $2,735-61.7% | $1,984-47.2% | $4,764-78.0% |
| Participant deferral / active EE | $1,211 | $4,013-69.8% | $3,239-62.6% | $5,851-79.3% |
| Admin fee / account holder | $19,503 | $8,289+135.3% | $6,102+219.6% | $11,601+68.1% |