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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 | $108,223 | $65,367+65.6% | $92,915+16.5% | $72,976+48.3% |
| Participation rate | 78.8% | 68.3%+10.5pp | 76.0%+2.8pp | 69.5%+9.3pp |
| Annual return | 18.08% | 42.11%-24.0pp | 109.45%-91.4pp | 81.02%-62.9pp |
| Employer contribution / active EE | $1,359 | $2,594-47.6% | $3,653-62.8% | $2,440-44.3% |
| Participant deferral / active EE | $4,619 | $3,128+47.7% | $4,238+9.0% | $3,608+28.0% |
| Admin fee / account holder | $23,239 | $4,251+446.6% | $5,796+301.0% | $5,124+353.5% |