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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 | $110,098 | $61,125+80.1% | $94,057+17.1% | $87,485+25.8% |
| Participation rate | 77.5% | 64.1%+13.4pp | 73.3%+4.1pp | 68.9%+8.5pp |
| Annual return | 16.37% | 35.20%-18.8pp | 480.62%-464.3pp | 26.06%-9.7pp |
| Employer contribution / active EE | $1,532 | $2,136-28.3% | $2,933-47.8% | $2,596-41.0% |
| Participant deferral / active EE | $2,746 | $3,260-15.8% | $4,709-41.7% | $4,274-35.7% |
| Admin fee / account holder | $3,547 | $5,629-37.0% | $7,244-51.0% | $7,775-54.4% |